Managers of Wealth Americas

Artisan Partners Asset Management Inc. to Announce 4Q23 and Full-Year Results on January 30, 2024

Artisan Partners Asset Management’s earnings release

Experian's Latin America growth continues to stand out as tailwinds remain

Brazil in particular has strong growth potential and now sees 86m users of Experian’s membership, and 100m for the region.

MAI Capital Management Acquires Traverso Chambers Private Wealth Managemen

Tim Chambers and Marc Traverso join MAI’s team, expanding the firm’s West Coast presence

CI Global Asset Management Launches ETFs Targeting U.S. Momentum and Value Stocks

CI U.S. Enhanced Momentum Index ETF and CI U.S. Enhanced Value Index ETF begin trading today

AGF buying majority stake in alternative investment firm Kensington Capital

Kensington will maintain its investment and operational independence, receive strategic support

Goldman: Private equity will have to go ‘back to the future’ in new rate environment

Private equity has expanded rapidly over the past decade, fuelled by easy access to credit.

Nominations ongoing for the 2024 Wealth Professional Awards

WP's Canadian industry-leading awards show will mark 10th anniversary in June

The legacy of 2008: The private debt market’s exponential growth

The proliferation of environmental, social, and governance (“ESG”) investing will continue in private debt, although the pursuit of long-term sustainability goals is clashing with the allure of immediate profits.

LarrainVial Unveils LV Distribution, LLC: A New Initiative Expanding Asset Management Reach into the U.S. Market

LarrainVial is excited to unveil LV Distribution as a significant milestone in our journey towards expanding our footprint in the U.S. market

Morgan Stanley Displaces Citigroup as Least-Loved Big Bank Stock

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Jefferies profit misses expectations on dealmaking lull

The uncertainty stalled global mergers and acquisitions, which hit a decade-low.

40 Northwestern Mutual Wealth Management Teams Rank Among Nation's Best in New Forbes Listing

Across the nation, Northwestern Mutual advisors and their talented teams are alleviating financial anxiety

Liberty Mutual Insurance hires Marsh’s Case as Global Product Manager, Cyber

She joins the firm following a 16 year tenure at Marsh

Blackstone’s First Private Equity Fund for Rich Individuals Gets $1.3B

Dubbed BXPE, the fund will invest in private strategies including startups, fund stakes and the buyouts that Blackstone Chief Executive Officer Steve Schwarzman is known for.

Madison Wealth Management Joins MAI Capital Management

The acquisition adds approximately $1.4 billion to MAI’s client AUM and expands firm's presence in Cincinnati and Northern Virginia

December jobs report: US economy adds 216,000 jobs, shocking Wall Street

Key to the soft-landing goal is a normalization of a red-hot, pandemic era labor market.

Do hedge funds make portfolios more or less risky?

Hedge funds are seen as too risky by some. Investors must be able to bear certain risks not always experienced in stocks and bonds. But adding hedge funds to a portfolio can reduce risks to overall wealth.

A soft landing for US economy is 'increasingly conceivable' but not 'inevitable': Fed's Barkin

He outlined a number of risks that could disrupt that soft landing, a term that refers to a scenario where inflation drops and the US economy slows without triggering a recession.

Mariner Acquires $360M California Firm

Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.

KKR closes deal with Global Atlantic Financial

The $2.7 billion all-cash transaction was first announced in November.

Alternative Investments