Managers of Wealth Americas

Arthur J. Gallagher & Co. Acquires Remco Insurance Agencies, Inc.

Rahim Peerbhai and his associates will remain in their current locations under the direction of Jorge Barcena, President of RPS Pronto.

Apex Group to acquire Bank of America Irish depositary business

This is the latest in a series of strategic global acquisitions for Apex Group to broaden the geographical scope of depositary services in the European market with the addition of Darwin Depositary Services in the Netherlands.

Harbourfront sets five-year business value target

After year of milestones, independent wealth firm is poised for continued growth

US fund managers turn away from China and look to Europe for growth

American groups are embarking on a hiring spree as they look to expand their operations in the region

Top hedge funds earned sharply less for clients in 2022, LCH data shows

Last year will mostly be remembered as a tough one, with the broader S&P 500 index losing 20%

Citadel’s $16 Billion Win Tops Paulson’s Greatest Trade Ever

LCH table shows top 20 hedge funds made $22.4 billion profit

Interval Fund Manager Variant Investments Adds Kudu Investment Management as Strategic Capital Partner

"In Kudu, we have a partner with a keen understanding of founder-led firms that provide investors with differentiated strategies," Hayes said. "We are excited to leverage Kudu's extensive network as we diversify our capital base."

Brookfield Property Fund for Rich Investors Drops as Rates Rise

Real estate funds are going through a rough patch as soaring borrowing costs and a cooling economy impact property values.

Black Mountain Investment Group Introduces Youngest Fund Managers in the Industry

The asset manager and fund work in tandem to start, operate, and invest in startup and established businesses.

TD Bank Group says Charles Schwab investment will add $285M to bank's Q1 profit

The U.S. financial services firm reported Wednesday a fourth-quarter profit of US$2 billion, up from US$1.6 billion in the same quarter a year earlier.

JGM rebrands to IQ-EQ

IQ-EQ now has 650+ U.S. employees servicing a growing global client base from 12 offices across New York, Texas, California, Illinois, New Jersey, New Hampshire, South Dakota and Florida.

Truist reports fourth quarter and full year 2022 results

Fourth quarter 2022 GAAP earnings of $1.6 billion, or $1.20 per diluted share Fourth quarter 2022 Adjusted earnings of $1.7 billion, or $1.30 per diluted share Results reflect strong PPNR performance as a result of strong loan growth and expanded NIM

Blackstone Strategic Partners Closes Record Private Equity Secondary Funds at $25 Billion

Blackstone Strategic Partners is focused on providing a range of liquidity solutions

KKR Closes Acquisition of Clinisupplies and Welcomes Oliver Johansen to the Board of Directors

KKR to support organic and inorganic growth to enhance Clinisupplies’ leadership position in collecting devices and expand its broader chronic care portfolio

Nicola Wealth Real Estate finishes another active year of acquisitions, leasing and development amidst a rising interest rate environment

The firm’s focus on industrial, multi-family rental, self-storage and development properties served well in 2022.

Integrity Closes Transformative Acquisition of Gladstone Wealth Partners to Offer Expansive Wealth Management Solutions to Americans

Partnership strengthens company's wealth management expertise and expands synergies that allow for more holistic and comprehensive financial planning solutions

Alternative Investments