Managers of Wealth Americas

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.

Goldman Sachs strat MD that left for Citadel becomes Point72 risk chief

Goldman Sachs alums are all the rage for hedge funds this year.

TD Bank Group provides insurance catastrophe information

The Bank's internal threshold may change from time to time.

Ramaswamy's fund family Strive pivots to wealth management; Morningstar calls Strive 'average'

“That does not seem like a winning brand positioning to me,” one executive said.

3 Goldman Sachs Mutual Funds for Higher Returns

The fund has more than 2,000 professionals across 31 offices worldwide.

Lincoln International Acquires TCG Corporate Finance, a Leading Technology Investment Banking Advisor to European Private Equity

Strengthens the firm’s technology and digital expertise globally and its presence across the continent

Native-focused organizations receive more than $6 million in grants from Wells Fargo’s Invest Native

Initiative supports community groups in six states with focus on addressing economic opportunities

Alternative Investments