Managers of Wealth Americas

AIG Reports First Quarter 2021 Financial Results

Life and Retirement delivered another solid quarter, with adjusted pre-tax income growth driven by diversified product offerings and increased investment returns.

AIG reveals strong Q1 results

Net premiums written (NWP) in the first quarter of 2021 increased 9% to US$6.5 billion due to strong growth in commercial lines insurance both in North America and AIG’s International business.

Multi-boutique asset manager launches UCITS funds

New offerings provide access to quantitative emerging market and market-neutral equity strategies

PGIM pursues hearts and minds in Europe

‘It was early in the morning, the US wasn’t up yet, and I had to make the decision’

Boston Private Shareholders Approve Merger with SVB Financial

The deal attracted criticism from a major Boston Private investor

MAI Capital Management Completes Acquisition of the Wealth Management Division of Ownership Advisors

Acquisition expands MAI’s wealth management team and enhances its presence in the Greater Cleveland area

WisdomTree Launches Alternative Income Fund (HYIN)

HYIN offers distinct liquid and diversified access to high yielding alternative credit sectors

Northern Trust Completes Acquisition of Parilux Investment Technology

Front Office Solutions takes the next step in its Parilux partnership to serve institutional investors’ need for a holistic data solution

Arthur J. Gallagher & Co. Acquires Koff & Associates, Inc.

The team focuses on public sector

KKR, like private equity peers, swings to 1Q profit

Total revenue was $4.56bn, compared with negative revenue a year earlier of $1bn

Apex Group appointed by Canadian Music Royalty Fund

The Fund will seek to generate income and capital gains by acquiring catalogs of high quality, globally successful, enduring music copyrights and royalty streams with a focus on Canadian creators.

Apollo Global Management, Inc. Reports First Quarter 2021 Results

Apollo issued a full detailed presentation of its first quarter ended March 31, 2021 results

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

The ability to securely aggregate clients' existing positions and cash flow information directly into their financial plan, will deepen the accuracy and impact of plans delivered via firms who have chosen Conquest as their financial planning engine.

Short Seller Soren Aandahl Chases Targets With New Hedge Fund

Blue Orca raises $25 million for global activism investments

Arthur J. Gallagher Acquires Mutual Brokers

Mutual Brokers is a growing, culturally aligned business that doubles our presence and expands our client capabilities in the key Canberra market," said J. Patrick Gallagher, Jr.

RBB Bancorp Raises $120 Million for Acquisitions

Royal Business Bank has long held a beachhead in Los Angeles. Louis Chang founded the bank in 2008 and expanded through six acquisitions in Chinese American communities.

Zoe Financial Announces Its Collaboration with Vista Wealth Management

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.

SEI Canada Announces Termination of Conservative Fund

The decision to terminate the Fund was driven by the Fund’s low asset balance

The view of US investment-grade credit from Europe

Nevertheless, with every price reset comes an opportunity to reassess value and, in the case of US IG credit, we see reasons to be positive again.

Valor Equity Partners Closes Oversubscribed Growth Fund V at $1.7 Billion

Over the years, Valor has had the opportunity to partner with some of the world's greatest entrepreneurs as they seek to solve challenging problems and scale their businesses.

Alternative Investments