Managers of Wealth Americas

JPMorgan, RBC Grab Merrill Teams With $30B in Assets

Their stated goal in the relocation is to better help ultra-high-net-worth clients and their families navigate complex wealth needs.

William Blair scores $1.2B multigenerational team

Global investment and wealth firm William Blair has enhanced its presence in the Northeast US as it welcomes a boutique high-net-worth practice.

Seven J.P. Morgan Advisors and 10 Teams Named Barron’s Top 100 Financial Advisors and Top Private Wealth Management Teams

These rankings are two of the most selective in the industry

AlTi Tiedemann Global extends US footprint with Envoi acquisition

AlTi Tiedemann Global bought Midwest Family Office and Envoi to increase its presence in the US.

Edelman Financial Engines Acquires Soundmark Wealth Management

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.

Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List

All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.

Broadridge and Kyndryl to Partner in Canadian Wealth Management

The combination of the SIS technology business and Kyndryl managed services with our industry-leading Broadridge Wealth Platform will further accelerate our ability to bring innovation to Canada and meet the increasingly complex needs of Canadian firms

CapIntel and BMO Private Wealth Working Together to Strengthen Advisor-Client Relationships

BMO Private Wealth will use CapIntel’s powerful proposal generator and comparison tools to help investors maximize returns

Manulife wealth management posts 25% profit growth

Overall profit gains despite challenges in some key sectors

AlTi Tiedemann Global Extends US Footprint Through Acquisition of Midwest Family Office, Envoi

AlTi continues to execute strategy to expand scale and reach of its global ultra-high-net-worth (“UHNW”) wealth management business in existing and new markets.

Brookfield Asset Management Announces Strong First Quarter Results

Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End

First Citizens Wealth Launches Enhanced Private Investments Capabilities

Private Investments reflects our commitment to delivering outstanding options and advice to our clients.

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

Wealth Enhancement Group Partners with The Retirement Group, LLC, a Hybrid RIA with Over $809 Million in Client Assets

This partnership marks Wealth Enhancement Group's newest office in San Diego, California bringing the firm's total client assets to more than $82.7 billion.

Key Private Bank Wins Best Regional Private Bank At The 2024 Family Wealth Report Awards

This is the second time Key Private Bank has received this award.

The AmeriFlex Group acquires The W Source

AmeriFlex Group purchases a women-to-women professional networking platform.

How do Canada's cities rank among the world's wealthiest?

New data reveals where the millionaires and billionaires hang out

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation

Financial Times and PWM Announce Wealth Tech Awards

Key Private Bank wins 'Best Regional Private Bank' at the 2024 family wealth report awards

The award recognizes industry-leading firms providing best-in-class services and innovative wealth management solutions to clients.

Wealth and Asset Management