Managers of Wealth Americas

Dollar Bank expands wealth management services in Ohio, US

The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.

Report: 20% of Wealth, Asset Managers to Be Acquired by 2029

The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.

Family offices prefer to bet on AI boom with stocks versus startups and VC funds

Private investment firms of the ultra-wealthy have made splashy deals backing AI startups.

Raymond James Ltd. Expands into Manitoba with the Acquisition of Three Leading Winnipeg Teams bringing over $1B in client assets Français

Managing over $1B in client assets, Martin Wealth Management, Miles Wealth Management Group, and Ruban Stark Wealth Partners will anchor the opening of a new Raymond James office in Winnipeg.

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards

What is mental wellbeing fatigue and how can we address this in the workplace?

World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness.

Deloitte Private’s latest report in its Family Office Insights Series - Global Edition explores the rapid expansion of family offices and offers a vision of the future landscape

As family offices continue rapid global expansion, Deloitte Private’s research reveals that these organizations expect increased wealth creation and enhanced influence in the investment community.

Crisil to acquire McKinsey’s PriceMetrix in Canada

PriceMetrix provides data and performance benchmarks to wealth managers across the US and Canada.

US asset manager strengthens its commitment in Switzerland

The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.

Wellesley Asset Management acquires Halbert Wealth in US

The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.

Segment Wealth Management Named to Barron's 2025 Top 100 Independent Advisors Ranking

This marks another milestone in Segment Wealth Management's disciplined investment approach and client-first fiduciary model.

Texas-based investor takes stake in James Hambro & Partners

This represents a hugely exciting opportunity for our clients and all of us here at JH&P.

Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards

Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices

Wealth and Asset Management