Managers of Wealth Americas

Spirit Wealth Doubles Sales in 2024 Amid Rising Demand for Whiskey Cask Investment

Unlike traditional markets, whiskey cask investments provide a tangible asset that appreciates in value as it matures.

Balentine Partners with FJ Management to Ensure Next Generation of Independence and Growth

The Utah-based private holding company has acquired a 20 percent stake in the ultra-high net worth wealth management firm, enabling Balentine to secure its independence while positioning itself for future growth.

Homestead Capital, Farmland Specialist Investment Manager, Adds Kudu Investment Management as Strategic Partner

The firm remains majority employee-owned and led by Daniel Little and Gabe Santos, co-founders and co-CEOs.

TD Asset Management Inc. broadens its ETF lineup with two new U.S. dollar offerings and expanded suite of target maturity bond ETFs

Expanded suite of TD ETFs offers greater flexibility for investors

Goldman Sachs launches Capital Solutions group to grow private credit and equity business

These actions include the creation of a Capital Solutions group and the expansion of its alternatives investment team in its Asset and Wealth Management division.

Glacier Bancorp to acquire Bank of Idaho for $245.4m

The deal is slated for completion in the second quarter of this year, contingent on regulatory and shareholder approvals.

Private equity outlook in the U.S.

Layered on top of this, the recent U.S. presidential election saw the re-election of Donald Trump, bringing with it promises of tax cuts and deregulation.

Ramirez Asset Management Acquires $500 Million Private Credit Strategy Team From Avenue Capital Group

New Credit Opportunities Group to Launch Sixth Fund in 2025

GTCR Announces Strategic Investment in Winged Keel Group

Firm will partner with existing team to strategically grow the Company and further enhance Winged Keel's service offering

Apollo to Acquire Argo Infrastructure Partners

Acquisition of Complementary Mid-Market Infrastructure Manager Deepens Origination and Asset Management Capabilities in Fast-Growing Sectors Strategically Aligned with Apollo’s Long-Term Growth Objectives

Pointwealth Capital Management Welcomes Glenn Hruska and Expands Assets Under Management to Over $450 Million

This strategic move is expected to add over $200 million in client assets to Pointwealth Capital Management

Mercer Advisors Expanding In Georgia By Acquiring Edward Vance Investment Management

By joining Mercer Advisors, Vance gains access to expanded resources and the support of a broader team of specialists, allowing him to better serve his clients.

Prudential collaborates with Penguin Benefits to help simplify the workplace leave experience

Prudential is among the first providers to offer this tool configured to help employees understand their short-term disability

SEI Launches Depositary Services in Luxembourg

Launch Strengthens Comprehensive Global Offering and Operational Footprint

AmeriFlex Group caps record year with $3.4bn in assets

Adviser-Owned RIA adds 53 advisers, expands reach across 29 States.

Wellington Management Launches First Interval Fund and Expands Investment Offerings For U.S. Wealth Investors

Wellington Global Multi-Strategy Fund is a novel, multi-strategy interval fund, providing investors with access to Wellington’s alternative investment capabilities

Duos Closes Asset Management Deal with Fortress Investment Group

Deal estimated at $42 Million revenue over two years and a 5% equity stake in the new venture

Crunch time for $4m bankers on vanishing guarantees. Bridgewater's surprise job cuts

When banker hiring comes back. However, it may also be the year when banks are finally forced to jettison expensive bankers who aren't paying their way.

Goodman Group welcomes Norwegian investment

In addition, Goodman Group acquired a portfolio of primarily value add and development properties from GNAP.

Garrison Asset Management Joins MAI Capital Management

Acquisition of Arkansas-based firm adds approximately $317 million to MAI’s client AUM and expands footprint in the region

Alternative Investments