Managers of Wealth Americas

Canaccord Wealth launches MPS for UK-based US expats

The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US

After Venezuela Earthquakes, Miami-based RIA Moves to Help Clients, Staff

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.

Corient Accelerates European Growth With the Addition of Letus Private Office

Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion

Global Wealth Report 2026: Global wealth rose over 10% in 2025

The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.

The difference between building wealth and building business value

Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth.

SEI Canada Makes Changes in Risk Ratings

No changes were made to the investment objectives or strategies of the fund.

SEI Expands SEC-Registered Transfer Agency

Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services

EP Wealth Advisors Expands Northern California Presence with the Acquisition of Opes Wealth Management

The partnership deepens EP Wealth's presence in Silicon Valley and adds over $900 million in assets under management

Morgan Stanley Wealth Expands Access to Private Markets

Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX

BR Partners eyes acquisitions to expand wealth management

Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.

LPL Welcomes NorthStar Wealth Advisory

The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards

A client-first approach earns Canada's leading private banking honour

Element Wealth Advisors Partners with Bluespring Wealth to Strengthen Planning-First Financial Advice

Atlanta-based financial planning firm joins Bluespring platform to support long-term growth and deliver an enhanced client experience for individuals and families

Mercer Advisors Named to Inaugural CNBC Elite Advisors List

Recognition highlights the firm’s integrated, planning-first approach to serving ultra-high-net-worth families and delivering comprehensive family office-style services

Altrata's World Ultra Wealth Report 2026 Reveals a $26 Trillion Investable Asset Opportunity as the Global Ultra Wealthy Population Hits an All-Time High

The report finds that the global UHNW population has reached a new all-time high of 556,850 individuals, growing by 14.4% in 2025, the strongest annual expansion since 2017.

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

The recognition highlights Callan Family Office's continued growth and its focus on delivering integrated investment management, tax-aware planning, family office services, and multigenerational wealth advisory to a highly selective client base.

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's

The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning n

Wealth and Asset Management