Managers of Wealth Americas

Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference

The conference covered wealth and estate planning for US citizens or those who have financial interests in US assets.

US equity funds gain sixth weekly inflow on Fed rate cut expectations

They acquired a net $6.36 billion worth of U.S equity funds during the week, after a net $8.82 billion worth of additions in the previous week per LSEG Lipper data.

J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives

J.P. Morgan Asset Management strategies made available via CAIS to over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets

The Future of Investing: Future of advisory—Embedded advisory and the direct-from-consumer model

The lower-touch advisory model of the future is likely to mimic the open banking approach, where data, activities and products are delivered and enabled via application programming interfaces (APIs).

Wealthy Investors Are Next Growth Point for Alts Managers, but Profiting From This Group Will Prove Tricky

A report from EY says the industry has pivoted to individuals, but tapping and servicing these clients is expensive.

MetLife Investment Management Named a Best Place to Work in Money Management for Fourth Consecutive Year

This marks MIM’s fourth consecutive year on the list.

Modern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management

Firm successfully completes 13 acquisitions within 20 months, further expands into Midwest and Southern regions

TD Announces Non-Viability Contingent Capital AT1 CAD Limited Recourse Capital Notes Issue

Thereafter, the interest rate on the LRCNs will be reset every five years based on the prevailing 5-year Government of Canada Yield plus 3.10 per cent.

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

On the tech side, advisors value the improved integrations, analysis that alts platforms are working to build out.

Sovereign Wealth and Public Pension Funds Set to Reshape Private Markets

The evolving relationship between principal investors and GPs is also shaping the future of private markets.

Mantle Launches Alternative Investment Management Platform for LPs, Mantle Portal

With the global alternative assets market poised to reach $23 trillion by 2027

Sage Names FY24 Platinum Club for Partners Awards Winners for Exceptional Business Performance

This exclusive recognition celebrates the remarkable achievements of top partners worldwide

Crédit Agricole CIB closes $300MM Sustainability-Linked Spare Engine-Secured Credit Facility for LATAM Airlines Group S.A.

The transaction was closed in concert with BNP Paribas.

Alternative Investments

Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference

US equity funds gain sixth weekly inflow on Fed rate cut expectations

J.P. Morgan Asset Management Partners with CAIS to Expand Advisor Access to Alternatives

The Future of Investing: Future of advisory—Embedded advisory and the direct-from-consumer model

Wealthy Investors Are Next Growth Point for Alts Managers, but Profiting From This Group Will Prove Tricky

MetLife Investment Management Named a Best Place to Work in Money Management for Fourth Consecutive Year

Modern Wealth Adds $500 Million in AUM With Acquisitions of Fiser Group, Gardey Financial Advisors and LFM Wealth Management

TD Announces Non-Viability Contingent Capital AT1 CAD Limited Recourse Capital Notes Issue

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

Sovereign Wealth and Public Pension Funds Set to Reshape Private Markets

Mantle Launches Alternative Investment Management Platform for LPs, Mantle Portal

Sage Names FY24 Platinum Club for Partners Awards Winners for Exceptional Business Performance

Crédit Agricole CIB closes $300MM Sustainability-Linked Spare Engine-Secured Credit Facility for LATAM Airlines Group S.A.

Todd Boehly sets up $74 billion asset and insurance manager

Apollo and Santander Partner on a $370 Million Infrastructure Portfolio Financing

Eldridge Industries to Launch Eldridge, an Asset Management and Insurance Holding Company with $74 billion in AUM

Aligne Wealth Advisors Investment Management (AWAIM®) Research Cited by Congressional Research Service

Edward Jones on look out for advisors as it expands presence in Canada

State Street Global Advisors’ 2025 Global Market Outlook: Finding the Right Path

QBE Re to increase US property catastrophe underwriting