Managers of Wealth Americas

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment

Despite FOMC market reaction asset managers still favour risk assets

BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.

Etico Financial Partners with BetaSmartz to Redefine Wealth Management for Independent Advisors

This collaboration represents a significant step forward for the RIA market

Younger high-net-worth Americans are more likely to prefer living wealth transfers, says Schwab

Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.

Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.

Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.

Family offices face hidden risks in making direct investments

Family offices making direct investments in private companies may be taking on more risk than they realize

Opto Investments Launches Planner Tool

The addition is one more step toward simplifying the complexity of private market investments for advisors.

Faust Wealth Management Group Joins Kestra Private Wealth Services to Enhance Client Experience

Kestra PWS is dedicated to supporting independent financial advisors in growing their practices by providing them with industry-leading resources and support.

Homrich Berg To Buy $6.4 Billion WMS Partners Multi-Family Office And RIA

The firm, founded by Tim Chase, David Citron, and Martin Eby, has grown to over 80 employees and partners.

Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management

Wealth management firm from Davis, CA brings $144 million in AUM

Savant Wealth Management Acquires Source Financial Advisors

New York Firm Specializes in Working with Divorcing/Divorced Women

Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience

The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

Vanguard Establishing New Advice & Wealth Management Division

They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.

Homrich Berg Brings On $6.4 B RIA WMS Partners As Part of Family Office Expansion

$18B Atlanta-based RIA continues growth into the mid-Atlantic region

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated

The WealthSelect portfolio managers have maintained their generally cautious stance.

Wagner Wealth Management earns three SC Business Awards

After nominations and a round of voting by the public, the firm received two Gold Awards for Best Wealth Management Company and Best Financial Brokerage Firm, and also earned a Silver Award for Best Company of the Year in the 1 to 99 Employees Category.

UBS is Turning Its US Wealth Business Inside Out

Instead of the previous two national divisions, the business has now been reorganized into four regions, in addition to UBS International and the Wealth Advice Center.

Three UBS advisor teams named to the Forbes America’s Top Wealth Management Teams Private Wealth list

All three teams are part of the firm’s Philadelphia D.C. Wealth Management Market, which is managed by Market Executive Julie Fox.

Wealth and Asset Management