Managers of Wealth Americas

Värde Acquires Unity Investment Management to Manage $800+ Million Healthcare Real Estate Portfolio

Expects to scale portfolio to over $2 billion capitalizing on strong sector fundamentals and demand drivers

High-Touch Boutique Wealth Management Firm Clarendon Private Launches Redesigned Website

The redesigned Clarendon Private website highlights the high-touch, personalized nature of its services and offerings.

JPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should KnowJPMorgan Chase & Co. (JPM) is Attracting Investor Attention: Here is What You Should Know

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account.

Nouriel Roubini Debuts His Alternative-Haven ETF for Trump Era

The Atlas America Fund (USAF) will invest in climate-change resilient real estate investment trusts, inflation-protected U.S. Treasuries, municipal securities, corporate bonds and gold trusts, among others.

State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Together, these asset management leaders seek to widen investor access to alternative investment strategies

Robinhood to Acquire $40B AUA TradePMR

Robinhood Markets has penned an agreement to acquire TradePMR

SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies

New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors

Brown Advisory Selects SEI to Launch First ETF

SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability

SPDR® Gold Shares (GLD®) Celebrates 20 Years as State Street Global Advisors Survey Indicates Investors Have Increased Allocations to Gold

According to the survey, Millennial investors are playing a significant role in the growing demand for gold

Vanguard says shareholders can vote for profits over ESG issues

Asset manager gives investors greater say on proxy votes as it tries to navigate backlash to ‘woke’ policies

Investing in real estate in 2025: the trends emerging in Canada

Canadian real estate companies are closely monitoring catalysts like declining interest rates

SEI Launches Liquid Alternative Fund in Canada

Evolution of Asset Allocation Strategy Reflects Commitment to Diversification

Kingswood Capital Management Acquires Branding Iron Holdings, a Leading Protein Provider

This represents the latest investment for Kingswood in the food and beverage industry.

NovoPayment secures $20m from Morgan Stanley to boost FinTech innovations

The company plans to utilize the fresh capital to further enhance its innovative platform and expand its footprint in the embedded finance market.

Merchant Announces First Canadian Partnership

The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada.

Morgan Stanley Expansion Capital Makes $20 Million Investment in NovoPayment

Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market

Morgan Stanley Capital Partners Agrees to Sell Sila Services

Closing is subject to customary closing conditions, including the receipt of all required regulatory approvals.

SEI Wins Top Honour at 2024 LSEG Lipper Fund Awards in Canada

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

American Plus Bank, N.A. Agrees to Acquire Long Beach, California, Branch of United Fidelity Bank, fsb.

This strategic acquisition marks a significant milestone for American Plus Bank

Swiss Re strengthens US liability reserves, following a comprehensive reserve review

The recent introduction of an uncertainty allowance on new business will continue to support the strength of overall reserves going forward.

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