Managers of Wealth Americas

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

Victory Capital withdraws from bidding war for Janus Henderson

Texas-based money manager’s decision to pull its proposal clears way for rival offer

MJP Wealth Advisors President Brian Vendig Named to the 2026 Barron’s Top 1500 Financial Advisors List

For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs.

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

Nour Private Wealth Expands Capabilities as the UHNW Market Evolves

Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution

Global Wealth Management Relocates Sarasota Office to New Location on Professional Parkway

Upgraded space features dedicated event venue for lunch-and-learns, educational workshops, and community engagement

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The transition follows Moss Adams' merger with global advisory firm Baker Tilly in June 2025.

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.

Wealth and Asset Management

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

Santander, World’s Best Private Bank for HNW Clients

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

Victory Capital withdraws from bidding war for Janus Henderson

MJP Wealth Advisors President Brian Vendig Named to the 2026 Barron’s Top 1500 Financial Advisors List

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

BlackRock Fink says AI boom may widen wealth gap without broader market access

William Blair Private Wealth Management Recognized by Barron’s

Nour Private Wealth Expands Capabilities as the UHNW Market Evolves

Global Wealth Management Relocates Sarasota Office to New Location on Professional Parkway

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

Success for UBS in the USA: Green light for the US banking license

BlackRock’s Larry Fink warns AI may intensify wealth inequality

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1500 Financial Advisors List

Maridea Wealth Management Adds Chichester Financial Group