Managers of Wealth Americas

Goldman Sachs AM: Falling rates will normalise private credit spreads

The asset manager has also predicted an increasing bifurcation between companies’ default risk based on their earnings growth.

BlackRock agrees to buy HPS Investment Partners

BlackRock, the world’s largest asset manager, has been expanding its private credit unit

Northern Trust Asset Management 2025 Global Investment Outlook: Expect U.S. Stocks to Outperform; High Yield Bond Market Is Attractive

In the fixed income market, income potential combined with generally higher credit quality make high yield bonds attractive for investors.

Arthur J. Gallagher expands US presence with Shepard Insurance Group acquisition

Arthur J. Gallagher & Co., headquartered in Rolling Meadows, Illinois, is a leading global insurance brokerage and risk management services provider.

JPMorgan wants some juniors to help it value private equity investments

Historically, PricingDirect has focused on fixed income products; this therefore seems to be a new beginning.

Piemonte Holding launches an asset management company with an initial capital raise of R$1 billion.

Piemonte Capital will be the first asset manager focused on developing the data center sector in Brazil and Latin America.

Richard Holt Recognized in 2024 NACD Directorship 100 for Excellence in Corporate Governance

Schwab Execs Look To Expand Lending To Ultra-Affluent

LTX, A Broadridge Company, Announces Strategic Partnership with TransFICC to Improve Connectivity and Onboarding Speeds

Sell-side clients benefit from simplified integration and connectivity to LTX, reduced operational risk and implementation costs and improved time-to-market

LPL Financial Welcomes Happier Wealth

They reported having served approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual.

ATB Financial Completes Acquisition of BCV Asset Management Inc., Expanding its Wealth Management Expertise

ATB Financial continues wealth management growth with strategic acquisition of leading portfolio management firm, BCV Asset Management Inc.

BlackRock Announces Board Approval of Closed-End Fund Reorganization

It is currently expected that the Reorganization will be completed in the first half of 2025

Vanguard to Offer New Options for Meeting Investors’ Short-Term Liquidity Needs

Both new ETFs can serve as part of an investor’s liquidity tool kit, as both will offer exposure to U.S. Treasury securities, have short durations and low volatility, and are expected to have tight bid-ask spreads.

Panitch Schwarze Partner Jeffrey W. Gluck Named Among IAM Strategy 300 Global Leaders 2025

These specialists work in major IP markets around the world, and their approach to intellectual property is regarded by peers as truly strategic in nature.

EQT forms midstream joint venture with Blackstone unit

It is expected to offer EQT a “large-scale” equity capital solution with an accretive cost of capital.

State Street Announces Issuance of $2.25 Billion of Senior Debt

The underwriting syndicate on this debt offering has been structured in a manner consistent with State Street’s inclusion, diversity, and equity strategy

Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms

Powerhouse RIA leverages groundbreaking partnership model to fuel nationwide growth with the addition of Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning

Canadian life insurance new premium climbs to CAD 478m in Q3: LIMRA

Focusing on whole life, new annualised premium climbed 9% to $324 million in the third quarter of 2024.

Värde Acquires Unity Investment Management to Manage $800+ Million Healthcare Real Estate Portfolio

Expects to scale portfolio to over $2 billion capitalizing on strong sector fundamentals and demand drivers

High-Touch Boutique Wealth Management Firm Clarendon Private Launches Redesigned Website

The redesigned Clarendon Private website highlights the high-touch, personalized nature of its services and offerings.

JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should KnowJPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account.

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