Managers of Wealth Americas

JPMorgan, BNY Mellon Mull Entering India Asset Management Market

Per a source, “JPMorgan is looking at a few companies for acquisition and it is also open to equity partnerships with existing players.”

“The Second Wave of Democratization Has Begun”: CAIA Releases Report Designed to Help Wealth Professionals Progress From Ideation to Implementation in Alternatives

Franklin Templeton, Vanguard, Ellevest, NB Private Wealth all contribute important ideas on not just the “why” but the “how” of helping clients make use of alts

NewEdge Snags $540M Team From Carson

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.

Jill Jones Mentioned In Forbes Article On EB-5

A new article in Forbes highlights the EB-5 Immigrant Investor Program, and among the experts mentioned is JTC’s Jill Jones.

Top investors back this Buffett favourite

A superb track record, strong finances and good value make Coca-Cola a smart-money favourite.

Fisher Investments Selects Advent International and ADIA as Strategic Partners in Minority Common Stock Investment

Fisher Investments' Founder Ken Fisher Maintains Majority Controlling Interest

Wall Street is divided over the rise of private credit

On the other side are top executives from some of the world’s biggest money managers who aren’t hesitating to push back on that argument.

State Street Global Advisors Unveils Next Generation IncomeWise Solution

The innovation underpinning this latest iteration is grounded in State Street’s partnership with the University of California

Schroders Bolsters Regulatory Reporting Tech with Implementation of Broadridge’s Consumer Duty Solution for Distributor Feedback

Extends strategic relationship in response to U.K. FCA’s regulatory requirements

IG brings US-listed options and futures trading to UK clients

The launch comes as options and futures trading emerges as an increasingly popular component of traders’ overall portfolios

Vantage launches US primary cyber insurance

The company said its new cyber coverage further accelerates its portfolio growth, driven by market demand and increasingly complex cyber risks.

BlackRock Model Shakeup Spurs $4 Billion Growth-Stock ETF Surge

If a tweak is made to a strategy, billions can move at a time.

Guy Carpenter launches Capital & Advisory group

Its responsibilities include raising capital for clients

Global Finance Names The World’s Best Sub-custodian Banks 2024

The list of winners of Global Finance’s Best Sub-custodian Bank 2024 Awards follows.

Apex Group and ACA form strategic partnership to enhance client experience

support and protect their business

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.

Alternative Investments