Managers of Wealth Americas

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

IG Wealth Management 2025 Market Outlook: Investors Poised for a Promising Year Ahead

This, in turn, is expected to contribute to a favorable backdrop for investment opportunities after a year of economic normalization in 2024.

Dutch and Australian pension funds to acquire stake in US clean energy firm

The transaction is expected to close in the first half of 2025, pending regulatory approvals.

Growth and confidence are projected in 2025 for banks and credit unions, according to new Wipfli research

Leaders are entering 2025 cautiously optimistic, driven by stabilizing interest rates, easing liquidity concerns and a resurgence in growth projections

HEI Announces Sale of American Savings Bank, Creating Independent Investor-Owned Bank

The transaction closed December 31, 2024

Palomar to enter surety insurance market

This transaction provides us entry into the surety market, a highly profitable line of business with a healthy growth profile.

Maiden to merge with US specialty programme insurer

The shares are expected to be listed on the Nasdaq.

Hamershlag Private Capital Management Limited Makes $150 Million Venture Structured Investment in Patho Care, LLC via PathoCare Holdings, Inc.

This strategic investment reflects HPCM’s commitment to advancing innovative healthcare solutions while generating substantial returns for its investors.

Alternative Investments