Managers of Wealth Americas

Forum Equity Partners acquires Relevance to boost asset management business

Established in 1996, Forum operates across North America with focus on private equity, real estate and infrastructure

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Sullivan works with a variety of high-net-worth clients, including small-business owners, entrepreneurs and physicians.

Blackstone Plans Fund for People With Millions Not Billions

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops

LPL Financial Advisors Named to Barron’s 2022 List of Top Financial Advisors in America

“On behalf of the LPL community, I’d like to congratulate each one of these advisors and their firms on this prestigious recognition,”

Social Responsibility Initiatives Taking Hold In For-Profit And Nonprofit Organizations, PNC Survey Shows

"Organizations recognize that not only is this good business and critical for continued growth, but it is also the right thing to do."

Inflation is eating into investment returns

But over the past year bonds have been down, and the declines first seen in small-cap growth stocks have begun to spread to larger stocks.

BCLP advises Stonebridge Companies in investment transaction with TowerBrook

The group holds franchise licenses with Hilton Worldwide, Marriott International, Hyatt and InterContinental Hotel Group.

Trends in Venture Capital and Growth

Labour shortages are feeding into the 2022 inflation narrative as are current supply chain disruptions that have been causing sleepless nights for logisticians,

Manmade problems behind meltdown of Florida’s insurance market

Straight out of Florida’s legislative session, the three senior policy experts provided an “insider’s” look at what happened, what did not, and what remains to be done.

AllianceBernstein to Acquire Global Private Alternatives Manager CarVal Investors

CarVal's senior leadership team will continue to lead the firm.

Chilton Trust Expands Florida Footprint with New Office in Naples

Wealth manager builds upon its Florida heritage with latest expansion

Hedge Funds in Periods of Market Drawdowns

Dig deeper into how hedge funds have performed versus the global equity markets since the turn of the century.

William Blair Investment Management Introduces Mid Cap Value Fund

The new fund is managed by Mr. Fleming and Mr. Heaphy, supported by a team of research analysts, associates, and traders, with an average of 23 years industry experience and more than 13 years working together.

A Look at One Multifamily Fund Manager’s Strategy Focusing on Latino Communities

Florida’s Eagle Property Capital has acquired, repositioned and managed close to 9,000 apartments in diverse neighborhoods.

Stellar Development Foundation launches $30 million blockchain fund for startups

Co-investors in Trace include HOF Capital and Circle Ventures.

Unique Financial buys Watford-based firm

This acquisition is a significant development for Unique Financial as it brings us one step closer to achieving our long-term growth ambitions

Ukraine invasion pushes global growth expectations to 2008 era lows

For context, this is the highest level since April 2020 and above what was seen during the global financial crisis.

Steve Cohen’s Point72 to Redeem $750 Million From Hedge Fund Melvin

Point72 has another, separate investment in Melvin -- and that pool of money has remained untouched, a person said.

KKR Closes $17 Billion Global Infrastructure Fund

The closing comes at a time of significant growth in demand for private infrastructure investment, particularly in sectors including digital communications, energy transition, transportation, water, waste, and industrial infrastructure, among others.

BBVA formalizes North American Stainless’ first sustainability-linked deposit

Acerinox and BBVA signed the first sustainable loan in the steel industry in Spain in 2020.

Alternative Investments