Managers of Wealth Americas

Wakefield financial adviser wins mortgage broker of the year at ceremony

A Wakefield-based financial and mortgage adviser has been crowned mortgage broker of the year at an awards ceremony.

US Bank acquires PFM’s asset management business

These services complement US Bank’s current book of business and we’re thrilled to have the opportunity to increase our presence nationally and solidify US Bank’s position as a leading provider of investment solutions.

Cascades and Flinks Form Strategic Partnership

Collaboration will provide financial services firms with best-in-class retirement income planning experience

Innovative investment firm i80 Group expands Apex Group mandate

Apex will provide i80 Group with a comprehensive range of loan administration services to support these transactions from initial set up to maturity.

Genstar Capital to acquire majority stake in Foreside Financial Group from Lovell Minnick Partners

The Company is led by Chief Executive Officer Richard Berthy and President David Whitaker, who will remain shareholders and continue in their current management roles.

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

In addition, Mary Beth Glotzbach, Senior Institutional DC Strategist for Franklin Templeton, has been named to the vWise board.

First Republic Bank Declares Dividends on Three Series of Perpetual Preferred Stock

The Series K Preferred Stock dividend is payable on July 30, 2021, to shareholders of record as of July 16, 2021.

Cy Named 2021 Wealthies Finalist

Prestigious Awards Program Recognizes Outstanding Financial Technology Products and Companies

Aztec Group supports US$375 million close of Endeavour Medtech Growth II LP

Endeavour Vision is one of the largest international investment teams focused on medtech and digital health.

CIBC Asset Management bolsters ESG offering with launch of Sustainable Investment Solutions

A portion of CIBC's management fees to be donated to initiatives supporting climate transition

Equisoft continues global expansion with U.K. acquisition

The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market

Arthur J. Gallagher acquires Edelweiss Gallagher Insurance Brokers

Headquartered in Mumbai, with branches in Delhi, Kolkata and Bangalore, Edelweiss Gallagher Insurance Brokers Limited is an insurance/reinsurance broker offering general insurance solutions to clients across India within four business lines – corpor

Apollo and Motive Partners Form Strategic Partnership

Beyond the core components of the strategic partnership, there will be no changes in the management, strategy, investment process, or day-to-day operations of Motive or any Motive managed vehicles, including Motive Capital Corp

American Ventures Partners chooses Apex Group for fund solutions

Apex was appointed due to its ability to offer a single-source suite of fund and entity administration services to American Ventures backed by its functional and real estate industry expertise and leading technology solutions.

This Study Proves Hedge Fund Performance Has Worsened In Recent Years

They found that their equally weighted hedge fund index had a cumulative return of 225% during the first ten years, significantly outpacing an equally weighted stock and bond portfolio,

BlackRock to re-focus North American income trust

A further change includes pivoting the trust’s exposure, giving the fund’s managers the option to invest up to 25 per cent outside of North America.

Rubicon Point Partners Closes $232M Inaugural Commingled Fund

Rubicon First Ascent LP Capitalized to Acquire $770M in Real Estate Projects

RIADAC Changes Name to Digital Assets Council of Financial Professionals

Reflects Broader Demand for its Services from Entire Financial Services Industry

CIBC Mellon appointed custodian for Canada’s Brock University Pension Plan

CIBC Mellon will provide a range of custody and investment data services to the Brock University Pension Plan, as a growing number of asset owners take asset management in-house.

Jefferies Financial Group Reports Record Revenues and Net Income

Jefferies Dividend Increased 25% to $1.00 Per Share Annual Rate

Alternative Investments