Managers of Wealth Americas

KKR appoints Pete Stavros and Nate Taylor as global co-heads of private equity

New Role to Enhance Global Connectivity and Support KKR’s Local & Global Investment Model

Credit Suisse Funds AG provides financial update on Credit Suisse Real Estate Fund International

Global valuations were negatively impacted by rising interest rates for CS REF International in its key markets of the United States, the United Kingdom, and Germany.

Manulife Financial Corporation announces Dividend Rates

The dividend rate for the five-year period commencing on March 20, 2023, and ending on March 19, 2028, will be 6.15900% per annum

Cooley Bolsters Private Equity and M&A Capabilities With Addition of Five-Partner Team in Denver

The addition of this talented team has strengthened Cooley’s ability to support our clients’ continued growth, particularly within the tech market and industries in which our platform thrives.

State Street Associates Presented with The Harry M. Markowitz Award

Award established to honor the legacy of Dr. Markowitz and support future research and innovation in practical investment management

ZEDRA completes rebrand of US and Curaçao based fund services provider, Atlas Fund Services

Reflecting ZEDRA’s ambitions for the US and LATAM market and commitment to becoming an international leader in the funds services industry.

CI Global Asset Management Expands Suite of Covered Call Strategies with New ETF and Four Mutual Funds

The funds are especially timely given that periods of increased market volatility tend to result in higher call option premiums, boosting the income generated by this strategy. “Covered call investors are getting paid for tolerating volatility,&

BMO Financial Group and BNP Paribas Announce Global Commercial Agreement

This bi-lateral agreement between the two groups will provide commercial banking clients with continuity of service, leasing services and global coverage

Higher Interest Rates Fuel Sale-Leaseback Activity

The rates on sale-leasebacks are attractive compared to financing terms some middle market companies can get from other sources.

A New Retirement Plan for Millions of Americans Ready for Something Different

U.S. career professionals expect better from their 401(k) plans. But they’re not getting it.

Hedge fund Galois Capital shutters business after FTX losses

Zhou also said: “Although this is the end of an era for Galois, the work we have done together for the past few years has not been in vain.

Europe in vogue for fixed income investors

The positive flows into European managers mark a change in fortunes from last year, where total net outflows for the year stood at $320 billion (€299.4 billion).

Mercer International Inc. reports fourth quarter and year end 2022 results

In the fourth quarter of 2022, net income was $20.0 million

TD Bank Group Included in 2023 Bloomberg Gender-Equality Index

The GEI drives transparency and progression in gender equity at public companies

IG Wealth Management Announces Wind-up of Corporate Class Mutual Funds Français

Changes to tax legislation and evolving market trends have eliminated many of the benefits that were previously available to corporate class funds.

Three Teams Managing More Than $600 Million Join Cetera Advisors LLC

Industry-leading teams depart OneAmerica to join Totus Wealth Management amid continued growth

Regions Bank and CRE FinTech Blooma Collaborate to Modernize Lending Workflow

Digital underwriting platform powered by artificial intelligence streamlines CRE lending.

First Miami Bank to be acquired for roughly $116M

This would mark United Community Banks’ second acquisition of 2023. Its purchase of Huntsville, Alabama-based Progress Financial closed in January.

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

The acquisition will double the size of Sequoia's Family Wealth practice, both in assets under management and in client households, with the combined teams offering a full suite of services to ultra-high-net-worth families and institutions.

US equity rally stalls as Fed stays the course

But Fed officials, too, have been hinting that a higher end point for interest rates may be necessary given the recent robust jobs data, which showed the unemployment rate falling to a 53-year low in January.

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