Managers of Wealth Americas

LPL Financial to Buy Commonwealth Financial for $2.7B

The independent broker/dealer known for its small, boutique culture will be absorbed into the largest IBD in the United States.

No longer ‘traditional’: Fink talks up BlackRock’s $27bn alts investment

Larry Fink clearly wants the whopping $27bn investment in private assets deals to be fruitful, as he dedicates a large slug of his annual letter to alts.

FX options volume surge as investors juggle tariff risks

The expectation for FX volatility comes after measures of volatility have fallen since January, driven, in part, by profit taking and as tariff measures have so far undershot the markets' worst fears.

Citizens CEO Bruce Van Saun Reinforces Commitment to Supporting Business Growth Amidst Economic Uncertainty at The City Club of Cleveland

The event also featured a fireside chat with Van Saun, moderated by Michael Jeans, Founder and CEO of Growth Opportunity Partners.

Janus Henderson launches USD AAA CLO ETF for non-US investors: JAAA LN

The team has a successful, long-standing track record in CLO investing, with access to market-leading tools and systems enabling in-depth analysis of CLO collateral to identify relative value opportunities.

BC Partners Set to Raise $1.4 Billion for Private Credit Fund

It would be BC Partners’ largest special opportunities fund to date.

Numerix and Apex Group Partner to Enhance Buy-Side Risk Solutions

This partnership enhances the capabilities available to buy-side firms, equipping them with the advanced pricing and valuations they need to navigate today's complex regulatory landscape.

Form PF explained: A complete guide for U.S. fund advisers

Born from the 2008 financial crisis, Form PF has grown increasingly important to regulators

73% of executives deprioritising sustainability amid economic uncertainty, says Beazley

Beazley’s research highlights the increasing vulnerability of businesses as they struggle to integrate climate preparedness into their risk management strategies.

EagleView expands drone services for streamlined property claims and repair estimates

EagleView integrates smoothly with leading claims estimatics platforms, providing an effective and value-added end-to-end solution for inspections and repair estimates.

World Investment Advisors Announces Launch of New Investment Management Platform WorldMAP

New investment and portfolio management platform provides access to a wide range of curated, multi-asset models and strategies created and managed by World's investment team

Waverly Advisors Acquires GGM Wealth Advisors

Waverly expands into Maryland and Virginia

Copia Wealth Studios Unveils "Clarity" - AI-Powered Wealth Management Platform for Sophisticated Investors

The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals.

US Capital Global Closes Global Family Office Summit with High-Profile Investor Gathering in Miami

US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion of the 24th Global Family Office Investment Summit.

Miami International Holdings Announces Offer to Acquire The International Stock Exchange

The recommended cash acquisition recognises the strength of the business

Manulife Named 2025 Gallup Exceptional Workplace Award Winner for Third Year in a Row

Manulife successfully met Gallup’s rigorous award criteria, placing the company in an elite group recognized for this award.

Artisan Partners International Value Fund Wins Three U.S. Lipper Fund Awards for Third Straight Year

This is the third year in a row the Fund has won the Lipper Fund Awards in the International Large-Cap Value category.

Citizens Serves as Exclusive Financial Advisor to Great Lakes Roofing on its Sale to Renova One

Great Lakes Roofing, headquartered in Troy, Michigan, has provided a full suite of exterior service solutions to multi- and single-family customers for more than 30 years.

Goldman Sachs & JPMorgan lost rates sales staff in post-bonus moves

The exits come after Goldman Sachs also lost Scott Rubner from its West Palm Beach team last month.

Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership

Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

Alternative Investments