Managers of Wealth Americas

How BlackRock Strikes Out On the Issue of Climate Change

Moreover, he realized that it was highly unlikely that creating ESG funds was going to have any real-world impact on reducing carbon emissions.

Consortium Injects Growth Capital into CAZ Investments to Expand its Platform and Give Independent Advisors New Access to its Alternative Investments Pipeline

New strategic investment will allow CAZ Investments to meet surging demand from Registered Investment Advisers (RIAs) and multifamily offices for access to performance-based, fiduciary-friendly alternative investments

TD Capital Trust IV Announces Redemption of TD Capital Trust IV Notes - Series 3

This press release includes certain forward-looking statements.

2021 Q1 Hedge Fund Report – Mapping a resurgent industry

These are the insights from Citco’s Hedge Fund report for Q1 2021

College for Financial Planning Introduces New Sports and Entertainment Designation for Wealth Advisors

Accredited Program Designed to Help Advisors Serve the Needs of Clients in the Sports and Entertainment Industries; Exclusively Available to Merrill Advisors for One Year

Fidelity to Hire 4,000 for New Roles, Bucking Industry’s Firings Fidelity to Hire 4,000 for New Roles, Bucking Industry’s Firings

Fidelity’s annual revenue of $25.2 billion was 5% higher than in 2021, despite net flows that were more than fifth lower than they were the prior year, according to the report.

Global equity capital markets: regional perspectives and outlook for 2021

There was an increased number of US and Chinese companies seeking listings, and IPO activity was dominated by the technology, e-commerce and healthcare industries.

Texas Teachers invests in UK, US industrial assets via co-investments

The pension fund has hired Antin Infrastructure Partners for the first time with an €80m commitment into the Antin Infrastructure Partners Mid Cap 1 fund.

Franklin Resources, Inc. Announces Month-End Assets Under Management

This month’s increase in AUM primarily reflected the positive impact of markets and approximately flat long-term net flows

Arthur J. Gallagher & Co. Announces Agreement To Acquire Certain Willis Towers Watson plc Reinsurance, Specialty And Retail Brokerage Operations

The reinsurance brokerage operations, which include both treaty and facultative reinsurance, generated approximately $750 million of estimated pro forma revenue

JR Dallas Wealth Management Partners with Retirement Specialty Group for strategic investment growth

TN. based, Retirement Specialty Group, a Registered Investment Advisory firm with $40 Million in assets under management, joins JR Dallas Wealth Management.

JOHCM owner to double US assets following value manager acquisition

The acquisition price represents 7.6x 1H21 EBITDA (annualised, excluding synergies) and is expected to be double-digit EPS accretive in the first full year after completion.

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