Managers of Wealth Americas

Willis Owen reveals the best and worst sectors and funds in August 2020 - Gilt funds tank as spectre of inflation returns

The recovery in the UK and globally continues to defy many investors’ expectations.

Wall Street Veteran Jonathan Dane Launches Defiant Capital Group

As an additional service, Defiant Capital Group helps clients address many of the complexities of wealth including structuring investments and planning for generational wealth transfers.

Majority of Americans Broadly Supportive of Additional Coronavirus Stimulus,According to Study

Support generally holds across demographic subgroups; additional unemployment assistance does not blunt workers’ desire to return to work

US wealth manager 6 Meridian creates ETFs for in-house clients

It was these strategies with up to over 200 individual securities which pushed the firm in the direction of an ETF.

Ex-Trump Acting Chief of Staff Mulvaney Starting Hedge Fund

Former White House advisor working with Andrew Wessel

Steve Cohen in exclusive talks to buy New York Mets

Billionaire hedge fund manager heads rivals, including Jennifer Lopez, in race to take over baseball club

Nestlehut Financial Services joins Cetera network

The Nestlehut team has been providing financial planning services for four decades. It serves around 700 families.

State Street Reappointed by Aberdeen Standard Investments to Provide Full Range of Investment Servicing Solutions

As part of the renewal, State Street will provide global custody, accounting, and fund administration for ASI’s fund ranges in the United States and Canada.

Schwab Model Portfolios Now on Envestnet Platform

The new Schwab Model Portfolios for RIAs include seven risk-based allocations with a behavioral overlay.

LACERS allocates $175 million to 6 funds

Pension fund officials also committed up to €46 million ($54 million) to CVC Capital Partners VIII, investing in large buyouts in Europe and North America.

CI Investments announces portfolio management changes

The changes will be effective on or about September 14, 2020.

BMO Financial Group Reports Third Quarter 2020 Results

Concurrent with the release of results, BMO announced a fourth quarter 2020 dividend of $1.06 per common shar

Goldman Sachs Eyes Creating $2B Tech Fund

There are two goals — to free up capital and to generate a steadier revenue stream from management fees, according to Bloomberg.

New York City will rise again

In New York, everyone’s gonna work from home forever! Broadway’s extinct! Flesh-eating mobs rule the streets!

A Giant Pension Bought Uber, Abbvie, and Slack Stock. It Trimmed Back on Apple.

Calstrs bought 770,757 more Uber shares in the second quarter, raising its investment to 2.4 million shares of the ride-sharing company.

The US funds industry - A thriving market

Industry experts suggest that there is continued strong interest from advisors based outside of the US looking to launch fund products to increase their distribution within the US.

William Blair reappoints State Street for range of investment management servicing solutions

William Blair is a global financial services company with deep levels of expertise in investment banking, investment management, and private wealth management.

Citizens Financial Group, Inc. Director Earns Recognition on Annual List of Most Influential Boardroom Leaders

Shivan Subramaniam Named to 2020 NACD Directorship 100

DLP Real Estate Capital Surpasses $1 Billion in Assets Under Management

With this latest acquisition, the number of DLP-owned multifamily apartment communities totals 45, located in 19 states across the country.

Advisor Group Redefines Wealth Management Industry Events With Expansive, Interactive And Entertaining Virtual National Conference

Company to Customize Cutting-Edge Virtual Events Platform to Create Opportunities for Peer-to-Peer Interactions and Personal Connections with Home Office Staff at Upcoming ConnectED Annual National Conference

Alternative Investments