Managers of Wealth Americas

Ivy League Hedge Fund Managers Get Away With More

Hedge fund managers with elite degrees are able to impose unpopular redemption restrictions that help them generate higher returns, new research shows.

KKR Releases “The New Normal"

New Report Delves into COVID-19’s Potential Long-Term Impact on U.S. Cities and Consumers

Blackstone Announces $8.0 Billion Final Close for Latest Real Estate Debt Strategies Fund

The breadth and scale of our global real estate platform allow us to see a wide range of opportunities while bringing Blackstone’s expertise to every investment decision.

Victory Capital Announces Investment in Alderwood Partners

Victory Capital will have board representation at the general partner level and intends to participate as an investor in the fund.

Arthur J. Gallagher & Co. Acquires Erin P. Collins & Associates, Inc.

The team has specific expertise in working with multiple employer programs, also known as public entity pools.

Market Taxes To Acquire Municipal Bond Operator Munibrokers

This acquisition is designed to expand MarketAxess’ existing municipal bond trading solution for global institutional investor and dealer clients.

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform

Private asset management firm debuts real estate fund

Fund with $150 million raised will focus on opportunistic and distressed real-estate assets

Blackstone Announces Formation of ClearGen and $250 Million Capital Commitment

GSO will initially commit $250 million to fund ClearGen and expects to expand the commitment as capital is deployed.

Arthur J. Gallagher & Co. Acquires The Kirksey Agency, Inc.

The agency has expanded its offerings in recent years to provide a full range of commercial and personal products and services to clients across the South Central United States.

SMBC Americas Holdings elects independent director and chairman of the risk committee

“They join our organisation at an exciting time, as we drive our strategy forward—building deeper client relationships and further expanding our global reach and scale.

BMO Investments Inc. Launches Sustainable Portfolios to Support Responsible Investing

These portfolios combine equity and fixed income ETFs designed to represent the performance of companies

Guernsey funds attracting increasing PE investment from US

Guernsey has proved to be a simple route for US investors to access European and UK markets, attracted by our time zone, range of structures and ease of accessing European markets through the national private placement regime.

Pension Funds Join the Gold Party—Things Are About to Get Interesting

The fund has $15.7 billion in Assets under Management (AUM). While there’s no timeline for buying the gold, a 5% allocation equates to over $750 million.

CAPTRUST Completes Carve-Out of Plante Moran Financial Advisors' $6.27 Billion AUA Retirement Plan Advisory Practice

CAPTRUST Surpasses $400 Billion in AUA

T. Rowe Price Releases Inaugural Study Highlighting Perspectives Of Defined Contribution Plan Consultants

The study found that 80% of our consultant respondents rank longevity risk as either the #1 or #2 source of concern for participants in retirement planning.

Hedge fund firms concerned about loss of culture in remote-working world

KPMG's Joseph Fisher, a senior partner, said he's confident the hedge fund industry will prevail over issues raised by remote working conditions.

Chubb Launches Chubb Studio(SM), Simplifying Digital Partner Integration

Chubb Studio provides significant speed-to-market for our partners and offers a secure and scalable platform with multiple APIs to simplify the process.

Chris Smith Investments transitions to Wilde Wealth Management Group

Michael W. Obenauf joins team to increase personalized service to clientele

Alternative Investments