Managers of Wealth Americas

KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns

The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.

RBC Wealth Management's big second half calls

Following the first half volatility, RBC sees a ‘market weight’ position as sensible

Aquiline Completes Acquisition of SEI’s Family Office Services Business

Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.

Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division

Danville, California-based team brings $1.1 billion in assets to Steward Partners

Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management

Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.

Mercer Acquires $1.1B Boston-Area RIA

O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.

Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push

The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.

Canada's Raymond James opts for FNZ wealth management tech

Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.

The American Continent Led Wealth Creation in 2024

In contrast, the Asia-Pacific (APAC) region and the one comprising Europe, the Middle East, and Africa (EMEA) lagged behind, with growth rates below 3% and 0.5%, respectively.

Fifth Third Wealth Advisors® Surpasses $3 Billion in Net New Assets Under Management, Expands Platform Capabilities

This achievement underscores strong momentum and growing demand from both advisors and clients.

Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million

Apella, an employee-owned and managed firm, has grown steadily through many partnerships

Rockefeller Global Family Office Continues Growth with South Florida Expansion

The group brings an extensive track record supporting high- and ultra-high-net-worth clients through all stages of their financial lives, from managing investments to strategic planning for future generations.

Citizens Private Wealth Enters NYC Market With $1.5B Team

Citizens first expanded into the Northeast in 2022

SGH Wealth Management's Sam G Huszczo, CFA, CFP Named a 2025 Crain’s Detroit Business Notable Leader in Finance

Since its inception in 2017, Crain’s Notables has bestowed distinction upon the region’s most influential and accomplished leaders

Family offices double down on private credit and infrastructure during private equity slump, survey finds

Private investment firms of wealthy families are investing more in alternatives, according to a new BlackRock survey.

Brown Advisory to buy London-based Marylebone Partners

Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.

Halifax Wealth Management Merges With CrossleyShear Wealth Management

Merger Expands Planning Capabilities While Preserving Personalized, Boutique-Level Service

The Great Wealth Flight: Millionaires Relocate in Record Numbers

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks

Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.

Ex-Goldman wealth veteran focuses on family values

With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.

Wealth and Asset Management