Managers of Wealth Americas

Swiss bank UBS closer to getting national bank charter for US franchise

UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.

Asset Managers Intensify Product Development Efforts

New Cerulli research highlights active ETFs, private markets distribution, and tokenization stretching product development resources

BlackRock Reports Full Year 2025 Diluted EPS of $35.31, or $48.09 as adjusted

7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors

$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point

Rapidly Growing Atlanta Practice Leverages Independence to Access Advanced Tools and Resources, Enhancing Client Solutions and Accelerating Growth

Steward Partners Closes a Landmark 2025 With Nearly $4 Billion in New Assets, Propelling Growth and Continued National Expansion

Advisors nationwide are flocking to Steward Partners for scale, flexibility, and long-term partnership

US multi-family office Avestar Capital expands into Singapore

The $1.5bn firm has tapped a former Citi executive to lead its operations in Singapore.

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.

William Blair Names New Partners for 2026

This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.

Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office

Partnership unites institutional investment expertise, holistic estate and wealth advice and bespoke family office services to support generationally wealthy families

Wealth Management Announces "Ten to Watch in 2026" List

Who is behind the future when it comes to the business of financial advice?

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.

RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup

Two Midwest transactions underscore momentum in RIA mergers and acquisitions.

Creative Planning Acquires First International RIA, Baseline Wealth Management

The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning.

Wealth manager Fidelis Capital to roll out private markets options via Opto

Last month, Opto formed a partnership with Quotient Wealth Partners and TritonPoint Wealth to offer a series of custom private markets funds for client portfolios.

Windgate Wealth Management Joins Chicago-based Rothschild Wealth Partners

Rothschild Wealth Partners has a team of highly qualified advisors dedicated to assisting affluent families

Savant Wealth Management Acquires $497M Tennessee Firm

“We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning.”

How the Biggest Wealth Shift Ever Could Change Your Financial Future

It will influence retirement, investments, and tax strategies for decades. Here's how to prepare, whether you're leaving an inheritance or receiving one.

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

Wealth and Asset Management