Managers of Wealth Americas

Pathstone to Acquire Rex Capital Advisors

In addition to their customized family office solutions, the Rex team brings deep expertise in private equity, and venture capital.

Argo posts 2022 loss in ‘transformative year’ for business

Its gross written premiums fell to $2.8 billion in 2022, a 10.5% decline on the same period a year earlier.

Mercer Launches Broker/Dealer for Legacy Assets

Mercer has had a particularly close relationship with Raymond James

The International Banker 2023 North & South American Awards Winners

The US bank-earnings season also saw share prices for many major American lenders markedly decline off the back of funding pressures triggered by deposit outflows, higher costs of funds and net interest margin pressures.

M&A due diligence goes deeper, draws out deals as cost of capital increases

The higher level of due diligence for proposed deals was just one of the observations participants offered during the roundtable

Vanguard, BlackRock and other investors accused of ‘treading water’ on ESG issues

An analysis of the environmental, social and governance (ESG) policies and performance of investors collectively managing $77trn of assets has found that two-thirds have “serious gaps” in their approach, including the four largest players in t

Kestra Investment Management Launches Four New Model Portfolios and Celebrates $150 Million in Assets Under Management

The new offerings empower financial professionals in the Kestra Holdings ecosystem with diverse, cost-effective solutions for client portfolios

KKR appoints Pete Stavros and Nate Taylor as global co-heads of private equity

New Role to Enhance Global Connectivity and Support KKR’s Local & Global Investment Model

Credit Suisse Funds AG provides financial update on Credit Suisse Real Estate Fund International

Global valuations were negatively impacted by rising interest rates for CS REF International in its key markets of the United States, the United Kingdom, and Germany.

Manulife Financial Corporation announces Dividend Rates

The dividend rate for the five-year period commencing on March 20, 2023, and ending on March 19, 2028, will be 6.15900% per annum

Cooley Bolsters Private Equity and M&A Capabilities With Addition of Five-Partner Team in Denver

The addition of this talented team has strengthened Cooley’s ability to support our clients’ continued growth, particularly within the tech market and industries in which our platform thrives.

State Street Associates Presented with The Harry M. Markowitz Award

Award established to honor the legacy of Dr. Markowitz and support future research and innovation in practical investment management

ZEDRA completes rebrand of US and Curaçao based fund services provider, Atlas Fund Services

Reflecting ZEDRA’s ambitions for the US and LATAM market and commitment to becoming an international leader in the funds services industry.

CI Global Asset Management Expands Suite of Covered Call Strategies with New ETF and Four Mutual Funds

The funds are especially timely given that periods of increased market volatility tend to result in higher call option premiums, boosting the income generated by this strategy. “Covered call investors are getting paid for tolerating volatility,&

BMO Financial Group and BNP Paribas Announce Global Commercial Agreement

This bi-lateral agreement between the two groups will provide commercial banking clients with continuity of service, leasing services and global coverage

Higher Interest Rates Fuel Sale-Leaseback Activity

The rates on sale-leasebacks are attractive compared to financing terms some middle market companies can get from other sources.

A New Retirement Plan for Millions of Americans Ready for Something Different

U.S. career professionals expect better from their 401(k) plans. But they’re not getting it.

Hedge fund Galois Capital shutters business after FTX losses

Zhou also said: “Although this is the end of an era for Galois, the work we have done together for the past few years has not been in vain.

Europe in vogue for fixed income investors

The positive flows into European managers mark a change in fortunes from last year, where total net outflows for the year stood at $320 billion (€299.4 billion).

Mercer International Inc. reports fourth quarter and year end 2022 results

In the fourth quarter of 2022, net income was $20.0 million

Alternative Investments