Managers of Wealth Americas

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.

Lazard Releases 2025 Levelized Cost of Energy+ Report

The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months. 

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas

JP Morgan tops advisory record

Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.

Private Wealth Network Returns to New York

This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.

BBH: Institutional investors and wealth advisors feel the need to 'catch up'

BBH surveyed 500 global institutional investors and found that most are planning to boost their allocations to private markets broadly in the next two years.

Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers

Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.

Regions Wealth Management Receives Two Top Industry Awards

Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.

Siebert invests in wealth management platform FusionIQ

The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.

Wealth and Asset Management

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

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

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

Osaic Acquires $13.5 Billion CW Advisors

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

Raymond James Adds $950M Colorado Team From Ameriprise

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

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

Lazard Releases 2025 Levelized Cost of Energy+ Report

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

JP Morgan tops advisory record

Private Wealth Network Returns to New York

BBH: Institutional investors and wealth advisors feel the need to 'catch up'

Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers

Regions Wealth Management Receives Two Top Industry Awards

Siebert invests in wealth management platform FusionIQ

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Elite Advisory Team Launches Atlanta-Based Anchyra Partners, an RIA Aimed Squarely at Ultra-High-Net-Worth Clients

Liontrust enhances trading operations through strategic collaboration with BNY

Bluespring Wealth Partners Acquires New Firm and Executes Merger to Create $1.4B AUM Firm