Managers of Wealth Americas

Infinity Investment Group and A9 Family Office Launch $250 Million U.S. Real Estate Investment Fund

Fund Targets Development and Value-Add Class A, B, and C Multifamily Properties with Significant Return Potential and Tokenized Exits

BofA invests in iCapital

"iCapital and Bank of America share the belief that alternative investments are an important component of a well-diversified portfolio

Apollo partners with Hostplus to launch $1.25 billion Asia Pacific Credit Strategy

Multi-sector, yield-focused mandate leverages Apollo’s origination and credit expertise in APAC Region

The next refi boom won’t be mortgages

Many bankers are reporting that public-fund treasurers are running the numbers to close out old contracts

Insigneo adds two new members to investment committee

Watson has been with Insigneo and its predecessor firm GIS for 17 years and was named Insigneo’s head of trading and sales in 2020.

Brookfield Raises Record $15 Billion For Inaugural Global Transition Fund

Largest private fund ever raised to support the transition to net zero

KKR Partners with Veteran CEO to Pursue Acquisition Opportunities in the Americas

Mr. Silvernail will be spending a portion of his time advising on investments for KKR Ascendant

Hub International Boosts Retirement and Wealth Advisory Services

Michael Finnell, President of Heritage Wealth Management Group, and the Heritage Wealth Management Group team will join Hub HDH.

Fidelity building alternatives unit to meet demand for diversification

Investment launch dates for the mutual funds and all of the unit's new strategies have not been set.

CIBC forecasts higher profits as CEO Victor Dodig pitches bank’s transformation

The bank also increased its target for adjusted return-on-equity to 16 per cent from 15 per cent.

AIG Named to The Civic 50 List by Points of Light

Prestigious List Recognizes the 50 Most Community-Minded Companies in the United States

Voya Financial announces definitive agreement with Allianz Global Investors

This transaction fully aligns with our company’s focus on growth and delivering greater value for all of our stakeholders

JPMorgan Converts Enhanced Equity Fund Into ETF

The fund’s managers may modestly overweight equity securities that they consider undervalued while modestly underweighting or not holding equity securities that appear overvalued.

BlackRock investors take voting power amid scrutiny of asset managers

US Senate hearing this week will focus on outsized voting power of index tracking funds

Serial investor Kudu takes stake in $5.4bn EM boutique

Gramercy Funds Management, which is based in Greenwich, Connecticut, has about $5.4bn in assets under management.

Itaú sells stake in XP for $154m

Itaú still owns a 9.96% stake in XP, filings show.

Seven Leading Cincinnati Wealth Executives Create DayMark Wealth Partners

DayMark Wealth Partners Taps Dynasty Financial Partners, the Technology-Enabled Wealth Management Platform for RIAs

CIBC Asset Management Inc. announces two new fixed income solutions

These solutions aim to deliver client outcomes ranging from income generation to modest long-term capital appreciation over time.

Alera Group Wealth Services Acquires Wharton Business Group

Acquisition adds $3.5 billion in assets; Pennsylvania office

Canada fund CDPQ to invest $5bn in DP World’s Dubai assets

The Montreal-based pension manager will take a 22 per cent stake in DP World’s Jebel Ali Port, Jebel Ali Free Zone and the National Industries Park

Alternative Investments