Managers of Wealth Americas

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

Van Lanschot Kempen launches second private equity fund focused on North America

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

Cayman Islands private wealth solutions for Latin American high-net-worth families

As a globally recognised, stable, and tax-neutral jurisdiction, Cayman offers a uniquely advantageous environment for structuring a family’s wealth and assets.

Wealthspire Launches an Enhanced Family Office for Complex, Multi-Generational Families

Delivering coordinated investment, planning, tax planning, trust, and financial operations - now with greater depth, scale, and specialized talent

Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy

Popularity is growing among families with net worths as low as $15 million.

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.

Why wealth, asset managers must rethink what success looks like beyond growth at any cost

PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.

Nour Private Wealth Expands Integrated Platform Following Goodwood Acquisition

The next-gen demands a next-gen wealth manager.

Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by the Wall Street Journal's Buy Side

Creative Planning's recognition in WSJ | Buy Side comes amid continued growth and strategic expansion.

Lineweaver Wealth Advisors Surpasses $1 Billion in Assets Under Management

The firm has been recognized over the years for being one of the largest independent Registered Investment Advisors in Northeast Ohio and for its commitment to fiduciary care, thoughtful planning, and a consistently high standard of client service.

Bitwise Acquires Staking Infrastructure Pioneer Chorus One, Expanding Bitwise Onchain Solutions' Multichain Capabilities

BOS primarily serves institutional investors, family offices, and financial platforms that value the combination of Bitwise’s fiduciary approach, track record of reliability, and native technical expertise.

BBH empowers asset managers in emerging market investing with the addition of the Colombian Peso to InfoFX restricted markets capabilities

Brown Brothers Harriman (BBH) today announced an enhancement to its InfoFX® solution, expanding its Restricted Markets Currency offering to include the Colombian Peso.

Pictet Asset Management Launches Pictet AI Enhanced US Equity ETF (PQUS)

Both PQUS and PQNT are managed by the firm’s Quantitative Investments team, and utilize the same proprietary machine learning and AI models that power Pictet’s institutional strategies.

Cannataro Family Capital Partners Recognized for Excellence in Wealth Management by Forbes

The firm is widely respected for its ability to seamlessly integrate personal, family, and business financial planning-a sophisticated approach that requires both deep technical expertise and close collaboration with clients' trusted advisors, includ

478 Ameriprise Financial Advisor Teams Named to the Forbes “Best-in-State Wealth Management Teams” List

The rankings are determined through a rigorous review of both qualitative and quantitative data submitted by thousands of the nation’s leading advisor teams.

HSBC Holdings plc Annual Results 2025

Our targets and expectations reflect our current outlook for the global macroeconomic environment

Northern Trust Expands CLO Middle Office Offering for Institutional Credit Managers and Asset Owners

Enhancement adds compliance and waterfall support to existing loan closing, treasury, and real-time data services.

Betsy Gorton, Partner, Goldman Sachs Asset & Wealth Management

She joined Goldman Sachs in the Global Investment Research group in 2005 as an equity analyst covering gaming, lodging, and leisure.

IG Wealth Management Advisor Perception Industry Study: Canadian Advisors Seeking More Access to Tech, But Firms Falling Short

Each installment of the series explores key trends shaping the advisor–dealer relationship, revealing opportunities for firms to modernize their support models and better align with advisor priorities and evolving client needs.

Wealth and Asset Management