Managers of Wealth Americas

LPL Financial Welcomes Cashman Consulting

The team provides long-term investment strategies to their client base of business owners, families and individuals.

North American fund management houses powering post-referendum FTSE revival

Data from investor relations specialists Orient Capital, part of Link Group, shows that 35.9% of shares in UK companies in the FTSE 100 and FTSE 250 are owned by funds and trusts operated by North American companies

Generational Equity Advises Source Management in its Sale to TKO Suites

Their strong commitment to quality in offering versatile office space solutions, extensive business services, and state-of-the-art technology is key to maintaining their prominence in the metropolitan Washington, DC business center environment.

Vanguard veteran Jim Norris blazes an international trail

Top executive says second largest fund group can multiply client numbers fifteen-fold

The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

The Financial Times 300 list represents an impressive cohort of elite RIA firms from across the United States.

The Fed's tone drives investors to top-up portfolios

"The buoyant stock markets can seem out of step with the slew of alarming economic data.

Artisan Partners’ AUM soars 26.7% in the quarter on market gains

In the quarter ended June 30, 2019, the firm had net outflows of $505 million and market gains of $6.5 billion.

Best quarter on record for Canadian defined benefit pension plans: RBC Investor & Treasury Services Français

Sharp rally in global equity markets and healthy gains in fixed income securities

US financial advisers struggle to overcome their lack of racial diversity

The industry has vowed to change — starting with a need to engage with black and Latino communities

First Republic Announces FRC Founders Index FundSM

FRCFDR is an equal weighted benchmark of publicly traded companies in which the founder or founders are actively involved and a key influence in their company’s strategy.

Franklin Resources, Inc. Announces Third Quarter Results

As supplemental information, the Company is providing certain adjusted performance measures which are based on methodologies other than generally accepted accounting principles.

Chubb Reports Second Quarter Per Share Net Loss

Book and tangible book value per share increased 4.9% and 7.2%, respectively, from March 31, 2020

Cincinnati Financial Reports Second-Quarter 2020 Results

Our efforts, along with those of our insurance industry peers, have helped affected communities build themselves back up.

Australia's Perpetual to buy majority stake in U.S.fund manager for $319 million

Perpetual said it expects the acquisition to triple its funds under management to A$92.3 billion from A$28.4 billion.

Institutions want manager diversity

Investors see now as the time to change the way business will be done in future

Asset Managers Got Opportunistic — With Each Other

M&A has surged this year, as investment firms scramble for scale and deals.

M&T Bank Corporation Announces Second Quarter Results

Financial results for the second quarter of 2020 were adversely impacted by the COVID-19 pandemic.

“A new golden age”: Why industry pioneer Dixon Boardman believes hedge funds are now the place to be

New York-based Optima manages money across an assortment of funds-of-funds, single-manager hedge funds, and multi-manager programmes built for institutional and high-net worth investors.

KKR Closes $950 Million Real Estate Credit Opportunity Partners Fund II

Having invested over $1.25 billion into conduit risk retention since 2017, we believe that the market has demonstrated the need for private, long-dated risk retention capital.”

Blackstone Strategic Partners Closes Third Infrastructure Secondaries Fund at $3.75 Billion

Over the past twenty years we have built one of the world’s largest private market secondary platforms, which strongly positions us to capitalize on opportunities across the secondary market

Alternative Investments