Managers of Wealth Americas

JPMorgan Asset Says 60/40 Rethink Needs Alternative Investments

A “new portfolio for a new decade” requires more focus on incorporating alternatives, he said in a webinar.

Schroders: U.S. investors stash at least 10% away for retirement

Many retired investors appeared to have strong appetites for risk, according to the survey.

Meridian Capital Acquires Seattle Division of Moss Adams Capital

This acquisition is in line with Meridian's long-term growth plan, particularly with the addition of incremental depth in complementary industries where the MAC Seattle team has expertise.

Affiliated Development Launches $125M Impact Housing Fund

The Fund's overall investment objective is to generate a positive social and environmental impact, while delivering attractive risk-adjusted returns for its investors.

US shares’ role in a balanced portfolio

“Throw in an entrepreneurial culture, a ‘can-do’ attitude and deep pools of capital, and the US has a lot going for it.”

BlackRock to Acquire Aperio - Leading Provider of Personalized Index Equity Solutions

Aperio’s Customized Indexing Capabilities Enhance BlackRock’s Wealth Platform with Tax-Managed Equities, Factors, and ESG Strategies

H.I.G. Capital Closes H.I.G. Europe Capital Partners III at €1.1 Billion

H.I.G. Capital has announce the closing of its third European Lower Middle Market Fund, H.I.G. Europe Capital Partners III (the “Fund”). The Fund closed with aggregate capital commitments of €1.1 billion, exceeding its target. The Fund

Goldman Sachs joins the heated race for CJ Olive Young’s pre-IPO placement

Goldman Sachs PIA has appointed state lender Korea Development Bank’s merger and acquisition team and Nomura Securities to design its bid, according to industry sources on Sunday.

PMorgan Sees Possible $300 Billion Rebalancing Flow From Stocks

We see some vulnerability in equity markets in the near term from balanced mutual funds

KKR Grows Real Estate Industrial Porfolio With Four New Acquisitions In Atlanta

Acquires 1.6 million SF from Four Separate Sellers to Expand KKR’s Industrial Footprint in Atlanta

Brown Advisory to launch US value UCITS fund

Will launch on Monday 30 November

Future of Alternatives 2025: Why a Symbiosis between Fund Manager and Administrator Will Be Key

By Nikolaos Perros, Citco Fund Services (USA) Inc. & Kenneth Leong, Axiom Asia Private Capital

AQR to Liquidate Some Funds After ‘Persistent Outflows’

The well-known alternatives firm is shutting down some mutual funds and merging others.

Jadian Capital’s inaugural fund closes at over USD650m

The firm’s strategy focuses primarily on non-core sectors with characteristics likely to lead to long-term fundamental outperformance.

Median Total Master Trust Return Continues Positive Streak in Q3 2020

Strong equity markets continue to drive positive performance for all plan types during the quarter

First Republic Lands $8.7 Million Merrill Private Wealth Team

First Republic Bank has beefed up its advisor force with the hire of another team of large producers from Merrill Lynch.

KKR Invests in Argenta to Accelerate Future Growth

Argenta has grown significantly with the support of the Tomlinson Group

Brookfield Asset Management Announces Pricing of US$200 Million Note Offering

Wells Fargo Securities, LLC, BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and RBC Capital Markets, LLC are acting as joint book-running managers for the offering.

Rosplock Recognized as One of the World's Top 100 Most Influential People to Family Enterprises

A family office specialist, Rosplock is well-known and respected in the family enterprise sector when it comes to quality advice.

Nexus Closes on Fund III at $1.25 Billion

We are extremely appreciative of the support we have received from both our existing and new partners