Managers of Wealth Americas

Real Estate Private Investment Alts Navigate Choppy Waters

IPA’s Anya Coverman talks redemption requests, regulatory pressures and growth outlook for non-traded REITs, BDCs, interval funds and other vehicles.

The strengths and weaknesses of veteran funds

What investors should be aware of before buying an older fund.

Stratos Expands Services For Wealthy With BWM Stake

Stratos Wealth Holdings oversees $22.8 billion in brokerage and advisory assets.

Another downgrade of America’s credit rating might be coming

“Congress is playing chicken with the debt ceiling,” bank analyst R. Christopher Whalen of Whalen Global Advisors wrote in a May 10 analysis

Bain invests in automation expert Ashling Partners

Through the partnership, Bain and Ashling will help clients develop and scale automation programs – combining Bain’s strategic and operational expertise in automation with Ashling’s technical expertise and managed services.

InvestmentNews honors Stifel CEO Alex David at sixth annual DEI Summit

Six firms and 15 individuals were recognized for their contributions at the event in New York City Wednesday.

Tishman Speyer and Raffles Family Office Announce Blue Chip Collaboration to Launch APAC Real Estate Fund

This synergistic collaboration between a leading global real estate investor and a leading Asian MFO will grant private wealth investors unparalleled access into tailored, institutional grade real estate investments.

State Street Announces Global Custody Mandate with Bladex

Appointment builds on State Street’s ongoing expansion of regional capabilities in Latin America

Asset Lift Wealth Management Launches New Retirement Planning Services for Conservative Investors

Asset Lift has invested heavily in technology to level the playing field and make sophisticated asset management available to the masses.

Mercer to own BT’s $1.9bn portfolio management service

“The addition of PPM allows us to service the entire investor market — from our Mercer Super Trust members through to private clients and family offices — and support even more investors in achieving their wealth objectives”.

Starlight Investments' $1-billion plan for UK rental home assets

Toronto-based asset manager has launched a new European residential asset management platform with institutional partners

State Street Launches Global Carbon Asset Servicing Solution

New solution brings carbon asset fund administration and depositary services to asset managers, asset owners and other financial institutions to facilitate the integration of carbon-related assets into portfolios

Sprott Capital Partners Completes Management-Led Buyout and Rebrands as SCP Resource Finance

Peter Grosskopf to lead SCP team with high conviction on precious and energy transition metals

Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in New Assets in First Quarter

Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space

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