Managers of Wealth Americas

Lion Street Lands $1.3 Billion RIA with CSENGE

New partnership will benefit both firms, giving families better financial outcomes

Daroth Capital Advisors Merges with East Wind Advisors

The firm initially covered the Education Technology & Services and Media & Entertainment sectors and then expanded to service clients in the Consumer & Retail sector.

Legg Mason outlines plan to cut costs, lower headcount

US fund house seeks to save $110m over 3 years

Canadian pension returns retreat in 2018: RBC Investor & Treasury Services

The first quarter with a loss since Q3 2015

Barclays Launches Colony Capital Fundamental US Real Estate Index

We are very excited to be partnering with Colony to deliver an innovative, fundamentals-focused Index to our clients

Brookfield just finished raising its largest real estate fund to date

The $15B fund is second-largest ever to close in private real estate

Hedge funds: A new way by Willis Towers Watson

We believe that this new way allows hedge fund portfolios to deliver attractive returns, improve portfolio balance and ultimately justify their inclusion in our clients’ portfolios.

Wells Fargo brings 17 funds to Colombia through Bci

Wells Fargo confirmed that it had a distribution agreement with Bci but declined to comment further.

Blackstone Hedge Fund Solutions AuM up 4% to $77.8bn

January 1 subscriptions of $1.1bn are not yet included in Total AUM, it added.

TISE receives recognition from US regulator, SEC

TISE has been approved as a DOSM within the meaning of Rule 902(b) of Regulation S under the Securities Act of 1933, as amended.

Three Bell Capital Named 2018 Top Defined Contribution Advisory Firm by National Association of Plan Advisors

With over $1B in retirement plan assets under advisement, Three Bell has quickly grown into one of the Nations leading corporate retirement plan consulting firms, and one of the largest in CA.

Carnival looking to come early for Brazilian asset managers

Brazil’s investment funds market is highly regulated and on a par with Europe.

Citco passes USD1 trillion in AUM

The Citco Way has provided an edge that will allow the company to stay at the forefront of industry innovation and provide clients with solutions that are both efficient and scalable.

Lockheed Martin transfers $1.8bn pension liabilities to Prudential

We are proud that Lockheed Martin chose Prudential to secure the pension benefits for some of its retirees.

New Energy Capital Partners Closes Fund V

The $500 Million Fund was Oversubscribed

Blackstone’s race for $1 trillion leans on former analyst

With more than $70 trillion globally up for grabs, the payoff could be huge — or an expensive waste of time as even the world's biggest wealth managers struggle to keep rich clients.

Northern Trust to provide asset servicing to AD Global Investors

The bank will assist AD Global Investors with fixed income execution services in Abu-Dhabi, a first for Northern Trust’s Capital Market’s business in the region.

Colony Capital acquires Abraaj's Latin American private equity arm

The firm had structurally borrowed new funds to fill the gaps, and owed creditors over $1 billion.

CPPIB poised to be first global pension fund to issue euro green bond

The bond, expected to be priced as much one billion euros, could be announced this week, FP has learned

Hedge fund premier league fared better than rivals in 2018

The top 20 managers have delivered nearly half the sector’s long-term gains

Alternative Investments