Managers of Wealth Americas

ETFs consolidate as the core of investment portfolios

Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.

ETFs consolidate as the core of investment portfolios

Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors.

CI Global Asset Management to Acquire Forge First, an Alternative Asset Manager with $1 Billion in AUM

The company is led by co-founders and industry veterans Andrew McCreath, Chief Executive Officer, and Fatima Hirani, Chief Operating Officer and Chief Financial Officer. Keenan Murray serves as Chief Investment Officer.

Wall Street's record rise spurs growth of covered call strategies

In the covered call trade, investors sell calls on the stocks they own to earn extra premium income.

Morgan Stanley Investment Management Raises JPY131 Billion for North Haven Real Estate Japan Strategy Fund I

The majority of the JSF investor base is comprised of Japanese pension funds and financial institutions, paired with foreign sovereign wealth funds.

Towards a lower rate era

Traditionally independent, the Fed now faces pressure from President Trump, who is seeking to align it with the administration’s priorities

Wellspring Financial Advisors Rebrands as Wellspring Family Office

The firm reinforces its commitment to serving the integrated planning and lifestyle needs of multi-generational, ultra-high-net-worth families

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

1789 Capital seeks $1bn for South Florida real estate push with Trump Jr. on board

CEO Harvey Schwartz has prioritised businesses such as AlpInvest, credit, and real estate in his simplification drive across Carlyle’s $465bn platform.

Aon Signs Definitive Agreement to Sell Significant Majority of NFP's Wealth Business to Madison Dearborn Partners

The agreement includes Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms

Mercer Advisors Expands Oregon Footprint With Addition of Eagle Wealth Management

Bend-based firm with over $350 million in AUM brings tax-focused planning and a deeply personal client experience

Explaining 1031 Exchanges to Non-Professionals

As a Qualified Intermediary, JTC has helped large corporations and Delaware Statutory Trusts (DSTs) execute dozens or even hundreds of Section 1031 like-kind exchanges.

Mercer Advisors Adds $850M in Double Deal

West Oak Capital expands Mercer's footprint in Idaho and California, while Eagle Wealth Management builds upon its existing tax practice.

Citadel Securities is on track to pay its average employee $2m in 2025

Citadel Securities' results for the first half of 2025 suggest average pay at the firm is on track to be $2m this year.

LPL Anticipates Some Commonwealth Advisors Leaving To Start RIAs

Some of them may retain LPL as a custodian, but many appear to be making a full break.

NFP’s Wealthspire Makes First '25 Acquisition; Raymond James Snags Commonwealth Duo

In addition, Fortis Capital adds a $210 million RIA, Osaic snags a $170M broker/dealer, and Raymond James lands another Commonwealth team.

BofA’s president of Global Commercial Banking on best practices for securing the legacy of a multigen family business

Not every family member will be inclined to work in the business.

Large US Treasuries holdings in the Cayman Islands: What’s that about?

Some industry associations counter that such measures could make markets more unstable if they prompt sudden deleveraging.

State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets

We have enjoyed a successful decades-long relationship with Columbia Threadneedle

David Kowach’s &Partners Scores Another Win From Wells Fargo

The hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years.

Alternative Investments