Managers of Wealth Americas

Citi to tap BlackRock for top clients’ wealth management

Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets

The Oasis Group Named ‘Best of the Best in 2025’

The Oasis Group was recognized in the Industry Research Providers category

Corient, Fresh off U.K. Deals, Adds $3.5B Boston RIA

Corient, Mubadala Capital's U.S.-based RIA arm, has acquired Breed’s Hill Capital, a move that should increase its total client assets to $433.5 billion by the fourth quarter.

Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis

The team is also actively recruiting to further strengthen its growing practice.

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Surveys: The Great Wealth Transfer Will Bring Client Defections for Many Advisors

New studies by The Harris Poll and Cerulli find that nearly half of potential heirs plan to leave their benefactor’s financial advisor.

Apella Wealth Tops $8B With First Chicago Firm

Park Piedmont Advisors manages about $1 billion in client assets, and is based in both Chicago and San Francisco.

United Capital Financial Advisors Acquires $1.1 Billion Ultra-High-Net-Worth Firm The Paul Group

This addition bolsters United Capital's comprehensive wealth management capabilities across key markets

Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group

Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

Why Founders Talk To Wealth Advisors

Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes

Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors

The relationship-focused firm joins Wealthspire to preserve continuity and expand client support

Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform

Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors

Royal Bank of Canada reports third quarter 2025 result

All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting

Cerulli: Client services are differentiators with HNW and UHNW clients

Wealth creation and concentration among HNW households have surged in recent years, leading to an industry-wide focus on capturing HNW assets by moving upmarket.

Nicholas Wealth Management: Playing It Safe, with a Twist

The Atlanta-based RIA serves retirees, so it relies on a traditional 60/40 portfolio.

Northern Trust Selected as Custodian for $18.5 Billion State of New Mexico Educational Retirement Board Public Fund

NMERB provides secure retirement benefits to active and retired employees of New Mexico public schools

Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications

The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities

Wealth and Asset Management