Managers of Wealth Americas

InvestNext Named PropTech Breakthrough's "Investment Management Platform of the Year"

Prestigious Annual Awards Program Recognizes Breakthrough Innovation in the Global Real Estate Technology Industry

CPP Investments Net Assets Total $731.7 Billion at First Quarter Fiscal 2026

All figures in Canadian dollars unless otherwise noted.

Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team

Team with $1.54 billion in assets and deep roots in the Texas business community joins Corient

CI Financial and Mubadala Capital Announce Completion of Take-Private Transaction by Mubadala Capital

The transaction valued CI’s equity at approximately C$4.7 billion and implies an enterprise value of approximately C$12.1 billion.

Dynasty Financial Partners and Abacus Global Management Announce Minority Investment

Deepening the Firms’ Partnership and Alignment for Growth

Eagle Point Securities oversees $2bn funds as sole dealer manager

The investment strategies include portfolio debt securities, regulatory capital relief transactions and collateralised loan obligation securities.

Coller Capital Leads $3 Billion Continuation Vehicle Closed by TPG Twin Brook

The transaction supports long-term alignment between TPG Twin Brook and its LP base

First Financial Bank to Expand Presence in Chicago with Acquisition of BankFinancial

The acquisition also builds on First Financial’s existing commercial banking presence in the Chicagoland market.

OpenEden selects BNY as custodian for tokenized T-Bills fund

The strategic relationship highlights OpenEden and BNY’s shared commitment to shaping the future of financial infrastructure by facilitating regulated and institutional-grade assets on chain for global investors.

Florida Trust Wealth Management: An evolution story at 500 Families and $5B+ in assets

The Sanibel Captiva Trust Company opened as the island’s first independent, locally owned trust company.

Invesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025

Multifamily and Industrial represented the largest areas of conviction for the group in the first half of 2025, with 80% of transactions falling within those sectors.

Berkshire Hills, Brookline Bancorp to merge to form Beacon Financial

Berkshire Hills is parent of Berkshire Bank, while Brookline Bancorp is parent of Brookline Bank, Bank Rhode Island, and PCSB Bank.

TD Bank Group provides insurance catastrophe information

The Bank's internal threshold may change from time to tim

Ashton Thomas Private Wealth Welcomes Kobo Wealth Conservancy, Establishing Hawaii Presence

This deal continues Ashton Thomas’ rapid expansion across the United States, establishing the firm’s presence in Hawaii for the first time.

Apollo Reports Second Quarter 2025 Results

Apollo issued a full detailed presentation of its second quarter ended June 30, 2025 results

Dakota Wealth's DAK ETF: Elevating Portfolio Management

The core investment philosophy of the Dakota Active Equity Team revolves around the artful combination of qualitative insight and quantitative analysis in investment management.

Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

This month’s AUM reflected the positive impact of markets and flat preliminary long-term net inflows, inclusive of $3 billion of long-term net outflows at Western Asset Management.

AmEx forms partnership with restaurant POS firm Toast

In addition, both companies will explore opportunities to leverage Toast capabilities to offer differentiated benefits that enhance the guest and American Express® Card Member experience.

Aspen Standard Wealth Acquires MG Financial, a $1.1 Billion AUM RIA Based in Boston

MG Financial is the fourth RIA that Aspen has acquired since launching in 2024.

OlivePoint Capital Acquires Amazon-Leased Industrial Property in Raleigh, NC on Behalf of a Family Office

The acquisition highlights OlivePoint’s continued ability to deliver tailored real estate investment solutions

Alternative Investments