Managers of Wealth Americas

Nautic Partners Announces Strategic Investment from Blackstone GP Stakes

Nautic recently closed on the firm’s tenth private equity fund at a hard cap of $3.0 billion with strong support from both existing and new institutional investors.

Securian Financial Subsidiary Acquiring Sun Life’s Association, Affinity and Group Creditor Business in Canada

Acquisition is fourth in Canada since 2017

JPMorgan, Nuveen acquire 50% interests in One George Street for US$472m each

CICT's proceeds were 50 per cent of the consideration of a greater move by OGS LLP to divest its whole stake in One George Street to SG OGS, a private limited company, for S$1.28 billion, or about S$2,875 per square foot.

Multifamily Assets in Emerging Markets Are a Lucrative Investment Opportunity

The key is finding the right assets now, before pricing catches up with demand levels.

Prospera Financial Adds $1.4 Billion Firm Dorsey & Company

The New Orleans-based broker-dealer and RIA will come onboard as an office of supervisory jurisdiction and retain its brand when joining with the Dallas-based Prospera.

CFA Institute Welcomes IOSCO Recommendations on Sustainability-Related Practices, Policies, Procedures and Disclosure in Asset Management

The CFA Institute Global ESG Disclosure Standards for Investment Products have a number of features that align with the IOSCO recommendations, which make them an ideal tool for regulators.

BlackRock Investment Head Says It's Time to Hedge Against Inflation

BlackRock’s Gargi Chaudhuri says she is 'looking forward to seeing more strength in some of the goods parts of the market.'

JPMorgan offers hedge funds a way to dodge meme stock shocks

Around 30 asset managers and quant fund managers have been trying out

BNY Mellon Investment Management Launches Active International Equity ETF

The BNY Mellon Concentrated International ETF (ticker: BKCI) seeks to offer long-term growth opportunities, underpinned by Walter Scott's high-conviction approach and global equity expertise

The Hedge Fund Manager Who Didn't Plan On Managing A Hedge Fund

Petschek then joined the old-line brokerage firm, Ladenburg Thalmann & Co., to pursue his interest in equity investing.

Ascot sale on the cards, as CPP Investments eyes exit from insurance

The report’s source stresses that no deal is certain for either business

BlackRock to Pull Bulk of U.S. ETF Assets From State Street

BlackRock will shift 40% of its holdings to Citigroup Inc., 30% to JPMorgan Chase & Co. and 15% to Bank of New York Mellon Corp.

Private investment firm Skyline Wealth hits $3 billion in wealth under administration

The company is also celebrating its 5,000-investor milestone

BNY Mellon Investment Management Launches Active International Equity ETF

The BNY Mellon Concentrated International ETF brings Walter Scott's disciplined and patient, high-conviction investment approach to the broader ETF landscape.

Broadridge US asset allocation survey finds one third of all households own ETFs

The percentage of Millennials with mutual funds also rose from 54 per cent to 59 per cent during this time, whereas the other generations remained relatively flat.

Emigrant Partners Announces Strategic Minority Investment in Beaird Harris Wealth Management

Minority investment from New-York-based Emigrant Partners will bring resources and expertise to Beaird Harris Wealth Management's growing advisor team and clientele.

Investcorp and Two Leading Sovereign Wealth Funds Establish Industrial Real Estate Venture

$550 million investment vehicle, with capacity for approximately $1.6 billion of buying power, to focus on industrial real estate in the U.S.

AJ Gallagher completes on WTW reinsurance business

The completion follows last month’s conclusion of the Competition and Markets Authority investigation, which cleared the deal.

TD Asset Management Launches Two New Global Equity Income Solutions

Investors seeking both growth and income can now diversify further with new TD Global Equity Income Pools from TD Asset Management Inc.

DAI buys MicroVest Capital Management

The combination of DAI and MicroVest reflects the two firms’ shared commitment to mobilize private sector capital to create jobs, reduce poverty, and advance the UN Sustainable Development Goals.

Alternative Investments