Managers of Wealth Americas

Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets

The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.

Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown

The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.

Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs

The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.

Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth

Bloomberg's post-trade operations capabilities allow the firm to complete inbound reconciliation processes from their custodian partners, as well.

Waverly expands with acquisition of GGM Wealth Advisor

The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.

The art of getting a job in a family office

People want to work for family offices because they can be more interesting than other employers in finance.

Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund

There is no change to the investment objective of the Fund.

2025 Wealth Industry Survey: The eve of disruption

Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.

The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams

To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.

Som Seif's Purpose to acquire $1.3 billion AUM Steadyhand

It's Purpose's first acquisition of a CIRO-registered firm

AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services

The strategic partnership expands multi-generational family office capabilities across all client segments

Stratos Wealth Holdings Recruits $3.5 billion in Client Assets Across Network in 2024 Tripling Prior Year's Total

Our strong momentum this past year is a testament to our attractive value proposition in the market.

Bluespring Wealth Partners Acquires $400 Million Charter Capital Management

The Wisconsin-based firm partners with Bluespring to enhance capabilities by leveraging its strategic support

Ever Wealth joins Osaic network to scale operations

The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.

CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider

CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.

Zephyr Named “Best Wealth Management Company” in 2025 FinTech Breakthrough Awards Program

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World

Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium

Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.

Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho

Sanctuary, in working with private clients, specializes in investment advisory and portfolio management.

Wealth and Asset Management