Managers of Wealth Americas

Citi Launches Market-First Tokenized Depositary Receipts to Connect Private Companies and Investors

New Digital Model Offers Issuers Flexible Capital While Providing Investors with Direct, Transparent Access to Company Equity

Your HNW clients probably protect their businesses more robustly than their estates

A survey of 100+ family office professionals reveals that governance, not money, is the real problem.

ARQA's AI Innovation and CEO Leadership Recognized in 2026 Wealthies Awards

With its AI-native approach, ARQA helps wealth management firms operate with greater speed and scale by shifting from manual processes to AI-powered execution.

Is The Great Wealth Wealth Transfer a Mirage?

Advisors, their firms and heirs are likely to be disappointed.

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Local Experienced Wealth Advisors Chris Wrench and Melissa Linn Will Anchor the Office

Rockefeller Capital Management Collaborates with Anthropic to Build AI-Enabled Wealth Management Platform

The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems.

GReminders Brings Conversational Intelligence to Wealth Management with Automated Meeting Scorecards

As wealth management firms face increasing pressure to maintain consistent advice quality while scaling operations, leaders are turning to automated conversation intelligence to capture data trapped inside daily client meetings.

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Initial Investment to Accelerate Anthropic’s Compute Capacity as Part of Broader Global AI Infrastructure Platform

UBS takes Brazil wealth-management model across Latin America

Swiss bank plans to expand multifamily office platform to Mexico, Panama, Chile as wealthy families seek global solutions

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Leading Strategy Consultancy Focused on Driving Wealth Management Enterprise Growth Partners with Haven Tower Group and Wealth Solutions Report to Develop Comprehensive Thought Leadership Analysis on Legacy Versus Exit Planning

Alliant launches new division to bridge retirement and wealth management

The new platform, which links Alliant's institutional retirement plan with individual wealth management, will be led by industry veteran Amit Dogra

Hightower Expands the Hightower Family Office for Ultra-High-Net-Worth Families

The expansion builds on Hightower’s strategic relationship with NEPC following Hightower’s 2024 investment in the institutional investment consulting firm.

Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model

Organic advisor transitions reach milestone through disciplined growth and a long-term commitment to helping bank-based advisors thrive

Private banking gets closer to Latin America’s entrepreneurs

As founders seek advice on growth and exits, integrated banking gains ground

Top Commercial Bankers & Private Wealth Bankers 2026

These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike.

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top Two decades of industry-leading support for advisors and trusted advice for clients

Corient’s arrival exposes Canada’s multi-family office gap

That includes lending and concierge services, private aviation and art management alongside the customary investment management, financial planning and trust and estate services.

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support and flexibility to meet the evolving preferences of their investors.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

Wealth and Asset Management