Managers of Wealth Americas

CapIntel partners with wealth firm to integrate proposal tools into advisor platform

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

Ultra High Net Worth Team Partners with Arkadios Capital, Establishing Boutique Firm KRM Investment Counsel

"KRM exemplifies the caliber of institutional-quality firms we are proud to support," said Paul Pilcher of Arkadios Capital.

Turas Wealth Partners Joins Kestra Private Wealth Services To Further Focus on Client Experience

Father-son duo aims to strengthen client relationships with the move to independence

SGH Wealth Management Included on USA TODAY’s list of the Best Financial Advisory Firms 2025 List

SGH Wealth Management is an independent registered investment advisor specializing in fee-based fiduciary early retirement planning and investment management.

Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal

The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.

Citi CEO Sings Andy Sieg’s Praises as Wealth Unit’s Earnings Rise

Citi’s wealth division’s revenue reached $2.1 billion

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

The survey explored investor views on sector opportunities for the second quarter of 2025

Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.

Manulife Wealth introduces Unified Managed Account Program

The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.

Commerce Bancshares Grows Wealth Management Business, With Trust Fees Up 11%

This growth contributed to 7% year-over-year growth in Commerce Bancshares’ non-interest income and helped the company diversify its revenue, according to the presentation.

CITI First Quarter 2025 Results and Key Metrics

Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.

BTG Pactual acquires JGP’s wealth management arm

Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy

13 giant wealth management firms paid CEOs an average of $29M

Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year.

Reid, Sherman named to Forbes list of Best-in-State Wealth Advisors

Reid Sherman Investment Group was also recognized by Forbes on the 2025 list of Best-In-State Wealth Management Teams.

Erich Castillo, Founder of Cornerstone Wealth Management, Discusses Tailored Financial Strategies and Long-Term Planning in a TV Interview

During the interview, Erich emphasized the importance of planning for life's uncertainties and creating strategies that align with individual goals.

Wealth and Asset Management