Managers of Wealth Americas

Truist Foundation announces $1.25 million grant to Nashville Business Incubation Center

Grant provides wraparound support services for local women entrepreneurs through tools, training, mentorships and results-driven curriculum

Wealth Enhancement continues acquisition spree with Titus Wealth buyout

Titus Wealth is said to manage over $776m in client assets, of which $202m are brokerage assets supervised by LPL Financial, a separate unit from Wealth Enhancement Group.

Morgan Stanley Wealth Mgmt's Client Assets Plunge 13%; Earnings Miss Expectations

Net income in the unit was 6% lower in the second quarter compared to the first quarter and the same quarter last year.

Wealth Management Firm Continues Global Expansion for UK Expats

Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.

Credit Suisse Asset Management's Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion

To date, PCO has deployed approximately half of the Fund which will have in excess of USD 3 billion of deployable capital including leverage.

Apex Group expands offering with acquisition of Context365 business

This acquisition reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital solutions into the asset management space.

$421bn Stifel to enter offshore wealth management arena with new Miami biz

Coloma joined Stifel in June last year as a branch manager and has been working on setting up its international wealth management business since his arrival

Wealth Enhancement Group Acquires Titus Wealth Management, a Hybrid RIA With More Than $776 million in Client Assets

This is Wealth Enhancement Group's Seventh Acquisition of 2022, Expanding Its Northern California Presence to Eight Offices

JPMorgan’s Earnings Disappoints; Jamie Dimon Says Firm Ready for ‘Toughest of Times’

Chief executive officer Jamie Dimon was optimistic about the asset and wealth management business, however, noting that it "delivered solid results as the impact of higher rates and loan and deposit balances more than offset the decline in market lev

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

This acquisition will strengthen our wealth management business

UBS Advisor named Top Private Wealth Advisor in Los Angeles by Forbes/SHOOK Research

Drew ranked #1 in the Los Angeles Private Wealth Management category and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for five consecutive years.

Growing Smart(ly) In A Way That Matters: Pathstone to Acquire Dyson Capital Advisors

The combination will bring Pathstone’s total assets under advisement to ~$38 billion. Pathstone will now be in 14 locations with 295 team members, more than 115 of whom are shareholders of the firm.

Sanctuary Wealth Receives $175 Million Growth Investment From Kennedy Lewis Investment Management

Investment to accelerate Sanctuary Wealth's growth and reshape the wealth management industry

Bain & Company expects the wealth management market to double in size, exceeding $500 billion in revenues by 2030

Realizing this potential will require reaching emerging customer groups, including the estimated 250 million Generation Y and Z customers with annual incomes over $100,000 by 2030

Sanctuary Wealth Facilitates Acquisition of $140 Million Arkansas Independent Firm

Marriott Wealth Advisors becomes a division of mFORCE Capital, a Sanctuary partner firm

UBS Weighs Elevating Iqbal Khan to Sole Wealth Management Head

The bank is focusing on expansion in the US and Asia as wealth pools continue to grow.

Wealth management booms as the rich get richer but markets get choppy

Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance

Raimondi's Dakota Wealth Management makes Montana RIA buy

The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.

Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Definitive Merger Agreement

The combined company will have a pro forma enterprise value of $208 million.

Sanctuary Wealth Accelerates M&A Activity and Buys Stake in $3 Billion GoalPath Solutions

Firm brings expertise in retirement plans to Sanctuary's platform

Wealth and Asset Management