Managers of Wealth Americas

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

Family wealth services: Building in a more holistic approach to wealth management

With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.

Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz

The deal marks RIA financier Focus's first combination of 'hub' firms.

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit

This visit underscored the growing relationship between the two nations, particularly in the investment sector.

Mercer Advisors Brings In $3 Billion Team Tufton Capital Management

And the firm specializes in serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with a strong focus on cultivating long-term, multigenerational relationships.

Botoff Consulting Wins 2025 Family Wealth Report Award for Outstanding Thought Leadership

This award is a meaningful, independent validation of Botoff Consulting’s commitment to delivering accurate, data-driven insights and advancing best practices across the family office sector – and that commitment has only grown stronger over t

Rich Japanese still fear yen crash, wealth manager says

But there’s one key holdout that isn’t ready for bullishness: Japan’s richest citizens, worried about the economic outlook

Wealth Management: What Switzerland Can Learn from the U.S.

There are both structural differences from Switzerland and numerous similarities — offering valuable insights for the Swiss market.

iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform

In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.

Scotiabank extends reach into South Asian high-net-worth market with new partnership

Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion

Why a high-net-worth specialist just switched firms

20+ year industry veteran joins Nicola, explains how other firms can attract talent like him

Hightower Makes Strategic Investment in Lindbrook Capital

Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower

Envestnet Unveils 2025-2026 Strategic Platform Roadmap Powering the Future of Financial Advice--Personalized & At Scale

Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform

Michael Tarantino Named to Forbes 2025 Best-in-State Wealth Advisors

Michael's recognition by Forbes is well deserved

Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors

Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.

Funded Ventures Launches Terrace Wealth in Partnership with Industry Veteran Ryan Bowman to Offer Tailored Wealth Management Solutions

Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners

Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams

All four wealth advisors have been named to the list in previous years.

Sanctuary Wealth Launches 1280 Financial Partners in $2 Billion Transition from UBS

Sanctuary makes minority investment in 1280 Financial Partners

Hub International Enhances Retirement and Wealth Management Services with Acquisition of Prestige Wealth Partners in Florida

The move continues to strengthen Hub's Retirement & Private Wealth practices

Wealth and Asset Management