Managers of Wealth Americas

A fast-growing private bank expands its footprint into the Long Island and the New York metro area

The bank has secured temporary commercial space at 175 Broadhollow Road, Melville, NY, and has received approval from its Board of Directors to apply for a new retail space.

BlackRock’s Cohen: We are as strong as our rivals on private markets

Chief product officer Stephen Cohen says the world’s largest asset manager is ready to go toe-to-toe with alternatives giants

Elevation Point backs new wealth manager Family Office Partners

Family Office Partners, led by a team of former UBS private wealth advisors, manages approximately $2.5bn in client assets.

BMO Recognized as Best Private Bank in Canada and Best Commercial Bank in U.S. and Canada

Award winners and nominees are selected by a judging panel of financial journalists and readers of World Finance Magazine.

JPMorgan unveils fixed income investments for retail sector

J.P. Morgan revealed a wave of new features including a cutting-edge fixed income experience on the J.P. Morgan Self-Directed Investing platform.

Apollon Wealth Management Expands into Ohio with the Addition of Chornyak & Associates

This addition marks Apollon’s expansion into Ohio and deepens its presence in the Midwest.

Citi almost triples wealth transactions after digital revamp

Four of five clients use the bank’s mobile app regularly.

$300 Million Lookout Credit Union Partners with Credit Union Wealth Group to Offer Wealth Management Services

The wealth management program provides members with access to a team of dedicated financial advisors and investment management services.

Stansberry Asset Management Named to Worth’s 2025 Top Registered Investment Advisor Firms

As markets evolve and investor needs become more complex

Morgan Stanley Is Seeking to Capture More Private-Market Wealth

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated i

Envestnet Expands Access to Alternative with Integrated Models and Advisor-Traded Capabilities

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and State Street

BMO to Acquire Burgundy Asset Management

Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions

Orion Launches New J.P. Morgan SMAs and Model Portfolios on Orion Platforms

Expanded collaboration empowers advisors to deliver customized, tax-aware portfolios backed by world-class investment research

Concurrent Extends Growth Trajectory with $500M in New Affiliations and Launch of RIA Capital Partners Program

Initial Investments Include Post Oak and Oliver Capital Management

Northern Trust Selected by Mereo Insurance to Provide Asset Servicing and Asset Management Solutions

Additionally, Northern Trust Asset Management (NTAM) will manage a portion of Mereo’s fixed income portfolio and provide cash sweep services.

Osaic Acquires $13.5 Billion CW Advisors

Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions

Advisor Team with Over $300 Million In Assets Joins Ameriprise Financial

Ameriprise Welcomes Allegiant Private Wealth, led by Private Wealth Advisor Christine Selzer, from Merrill Lynch

Raymond James Adds $950M Colorado Team From Ameriprise

The 10-advisor Springs Wealth Group, which has offices in Colorado Springs and Texas, will join Raymond James' independent advisor channel.

Rich Americans look to London as UK battles non-dom exodus

Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City

Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management

The change marks the latest in a series of defections from UBS to Canada’s largest bank.

Wealth and Asset Management