Managers of Wealth Americas

After Big May, ETFs Headed for 2nd Best Year Ever

A State Street report shows growing investor enthusiasm for active strategies.

Exploring private debt across Asia, Europe, the UK and U.S.

This optimism sets the stage for potential growth in private market activity.

Piper Sandler Enters Definitive Agreement to Acquire Aviditi Advisors

Acquisition adds premier fundraising, secondary solutions and direct investment capital capabilities to the firm’s market-leading private equity M&A and capital markets franchises

Falfurrias Capital Partners Announces Investment in EDGE Industrial Technologies

As EDGE undertakes a broadening range of customized industrial blade design projects, it remains committed to maintaining a tradition of excellence and prompt delivery to customers.

Baum Family Investments Acquires Highly Sought-after Net Leased Properties

The properties are in two major Midwest metro markets, both offering strategic business advantages.

Principal launches middle-market direct lending fund

The Principal Private Credit Fund I is tailored to meet the evolving needs of investors who prioritise significant income driven investment returns and diversification compared to other more typical investment options.

Billion-dollar advisors break away from Merrill with RIA launch

A pair of former Merrill Lynch advisors have made a break for independence by launching their own billion-dollar RIA practice.

RiverStone extends US reach with acquisition

Riverstone is domiciled in Jersey, with operating subsidiaries in the UK, Bermuda, Ireland and Malta.

iCapital Appointed Investment Fund Manager for Prime Quadrant’s Alternative Investment Access Funds

Prime Quadrant will continue as Portfolio Manager, responsible for the day-to-day management of its underlying fund portfolios

Advyzon Investment Management Names Scott Smith, Former Executive at Goldman Sachs and BNY Mellon | Pershing, Chief Revenue Officer

TAMP adds accomplished industry veteran to continue growth and momentum

Mercer Advisors Makes Institutional-Grade Private Markets Investing Available to Families

Aspen Partners platform offering creates a compelling new way to invest in private assets typically only available to large institutional investors

Quilter Cheviot’s MPS adds new US small cap fund amid recent activity

We also continue to see good value in selective alternatives, particularly listed infrastructure.

Savant Wealth Management recognized with ranking

The market research firm evaluated over 30,000 RIA firms

Risk reducing strategies for HNW individuals to stay insured

This has left many high net worth properties and assets exposed and subject to heightened risks.

Morgan Stanley Expansion Capital invests $27.5m in Cover Whale

Morgan Stanley Expansion Capital signs a large investment sum in Cover Whale.

Waverly Advisors Acquires Derbend Asset Management

The merger marks Waverly’s 20th location in the U.S.

Conservative investor pulls JPMorgan resolution, cites changes addressing 'politicized finance'

JPMorgan's meeting was to include Proposal 11, a call for the bank to report on how the bank's policies impact employees "based on their religion (including religious views) or political views."

Allspring adds global equity fund to climate transition suite

The main change is the introduction of a formal net-zero 2050 target.

Finfluencers loom large in world of ETFs

Asset managers are keen to increase brand awareness but recent enforcement action highlights difficulties

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

TAMP now has over 280 strategies from 46 asset managers

Alternative Investments