Managers of Wealth Americas

CarVal Investors partnership to buy firm from Cargill

The three are responsible for strategic direction, investments and operations globally.

Lazard Reports August 2019 Assets Under Management

The month’s AUM included market depreciation of $3.8 billion; foreign exchange depreciation of $1.8 billion and net outflows of $0.4 billion.

Venture capital investment once again shows strong year-over-year growth in H1 2019

A review of the increasing trends in the Canadian market reveals that VC investment in Canada is very robust and showing virtually no signs of slowing down.

Blackstone Announces $20.5 Billion Final Close for Latest Global Real Estate Fund

We are grateful to our investors for their ongoing support and look forward to putting this capital to work on their behalf.

Austin Investment Property and Wealth Management Startup Raises $6M

The additional capital allows us to expand the Realized platform to serve more families, planning-centric investment advisors, CPAs, and attorneys seeking to deliver value to their clients considering 1031 exchanges.

Ongoing War for Talent Drove Three Quarters of U.S. Employers to Increase Pay and More than Half to Enhance Medical Benefits

Employer goals for employee communications include ensuring the workforce understands their benefits and how to use them

Lincoln Financial Group’s Will Fuller Named Industry Champion

The award honors individuals who work to enhance retirement security in the United States through advocacy, communication, education and other initiatives that help Americans plan for and protect their income in retirement.

Arthur J. Gallagher & Co. acquires insurance agency

Pete, Martha and their associates will continue to operate from their current location under the direction of Jeff Saunders, head of Gallagher's U.S. personal lines operations.

Capital Counsel Awarded Top Guns Designation in Seven Categories

Capital Counsel manages concentrated portfolios of large-cap and mid-cap companies based in the U.S., or with large U.S. operations.

Waratah Capital Launches Liquid Alternative Mutual Fund

The Waratah Alternative Equity Income Fund is a long biased actively managed portfolio of North American equities, with a focus on Canada.

Arthur J. Gallagher & Co. Acquires RGA Group

Founded in 2001, the companies comprising RGA Group specialize in coverages for private and professional landlords and real estate portfolio owners

Nuveen courts global investors as US multifamily fund reaches $840m

The intention was, he said, for the fund to be included in the NFI-ODCE, an index that tracks large, open-ended core real estate funds in the US.

Kudu makes minority investment in alternatives manager EJF Capital

Kudu's investment in EJF will not affect the firm's day-to-day operations or its investment and decision-making processes, the news release said.

GCM Grosvenor Receives Top Rating from PRI

The PRI assessed GCM Grosvenor based on questionnaire responses on a range of ESG and responsible investing topics.

Kestra Financial Welcomes Moore Wealth Management and Abundance

Recruitment momentum continues with latest firms to join Kestra Financial

Wealth Management Firm Royal Harbor Partners Launches in Houston, Texas

Industry veterans and Texas natives combine forces to provide financial and advisory services to local families and business owners

How a More than $50 Billion Bet Boosted CalPERS Returns

A large move into equity factor investing was key for largest US pension.

Investcorp Finalizes Majority Interest Acquisition of CM Investment Partners

The transaction was first announced in June 2019

New investment manager for two SAM funds

Separately, SEAMARK and SAM have entered into an agreement whereby SEAMARK will manage the core fixed income mandate for the accounts on SAM’s Separately Managed Accounts (SMA) platform.

Boston Retirement terminates 2 large-cap equity managers

The target allocation to domestic large-cap equities is 17%.

Alternative Investments