Managers of Wealth Americas

Anchor Capital Advisors to regain majority ownership from Boston Private

In conjunction with regaining ownership of the company, Anchor is also implementing a leadership succession plan.

Stifel Named Mid-Market Equity House of the Year

This is the third time in the last five years that Stifel has been awarded this honor, recognizing outstanding capital markets achievement.

Investors could be disappointed by equities in 2018, say Manulife Asset Management experts in new report

In "Global Intelligence: Outlook 2018," Megan Greene and Bob Boyda outline views on risk, volatility, tax cuts, trade

AMP Capital has today announced it has entered into an agreement to purchase a minority stake in US-based real estate investment manager PCCP.

PCCP is a strong strategic and cultural fit with AMP Capital and we look forward to a successful partnership.

The world’s most successful hedge fund manager is also a very good guy. Credit Suisse’s non-neglected bankers

The most conspicuous symptom of niceness is Simons’ foundation, run by Simons and his wife Marilyn.

Fees Rise for Underfunded Pensions

Shortfalls mean more risk for a company’s retirees and shareholders.

Chubb Recognized by Financial Times for Rule of Law Innovation

The Fund is supported by contributions from Chubb employees, the Chubb Charitable Foundation and our partner law firms.

Wirehouse Exodus Fuels Discount Broker Expansion of RIA Services

The trend of independent RIAs going over to discount brokers for custodian services is likely to continue as more brokers break away from the wirehouses, the Journal writes.

Broker Protocol Helped Ex-Morgan Stanley Advisor Take $1B in Client Assets to New Firm

Had Shaffer and the five other ex-Morgan Stanley advisors who came along with him left after the wirehouse exited the broker protocol in November, Shaffer doubts the transition would have been as straightforward.

Hedge Fund Pinyon Asset Management to Return All Client Money

The three years since we launched Pinyon has not been one of those periods.

iCapital Network Closes the Acquisition of the US Private Equity Access Fund Platform from Deutsche Bank

The transaction was completed on December 8, 2017.

Bitcoin Frenzy Continues: New Blockchain, Crypto Indexes Debut

As bitcoin soars, investors are hearing more and more about blockchain, the centralized transaction record for all cryptocurrencies.

What Hedge Funds Will Do After the Hedge Fund Model Dies

As long-short strategies take a beating, managers see niches like private debt as fuel for future returns.

Neuberger Berman Named To Pensions & Investments Best Places To Work In Money Management

Employee responses highlighted the firm's open communication, volunteer spirit and retirement solutions and planning resources, among other strengths.

Nationwide, J.P. Morgan and Annexus Honored at Indexed Insurance Forum 2017

The award ceremony honored leaders in the indexed product space, including carriers, distributors, product developers and actuaries.

Buoyant emerging markets face a testing 2018

Big risks are stronger US dollar and a China slowdown that hits global demand

Triad Advisors Welcomes Continuum Advisory To Its Platform

Move By Firm With $900 Million in Client Assets Highlights Triad's Expertise in Driving Growth For Hybrid Advisors

State Street Says Short-Volatility Trades Storing Up Trouble

The billions of dollars backing bets that volatility in the stock market will keep sinking lower is “storing up trouble” for the future, State Street's CIO says.

Nippon Life to buy 25 pct of US asset manager

The transaction is subject to certain required approvals and expected to close by the end of 2017.

Chriss Is Shutting His $2 Billion Hutchin Hill Hedge Fund

Hutchin Hill Capital, which invests across markets with teams trading different strategies, is the latest in a stream of firms to close this year.

Alternative Investments