Managers of Wealth Americas

AIG Finalizes Agreement With Stone Point Capital to Form Private Client Select Insurance Services

As previously announced in February 2023, AIG's Private Client Group (PCG) business will move to this new independent platform

Morningstar, Inc. Reports First-Quarter 2023 Financial Results

Morningstar Indexes revenue grew 25.3%

Aegon Asset Management and Lakemore Partners Announce Strategic Partnershi

Agreement Supports Aegon AM's US CLO Platform Growth While Expanding Lakemore's Global Institutional Client Base

Investor Confidence Increases 2.2 Points in April to 83.5

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Chubb Reports First Quarter Net Income

Annualized core operating return on tangible equity (ROTE) was 19.4%.

Big Tech earnings out this week – what investors are looking for

The comments from Nigel Green, chief executive and founder of deVere Group

QA Wealth Management Joins CAPTRUST

Firm Specializes in Wealth Management for Big Four and Consulting Partners

Amid Redemption Gates, Non-Traded REIT Shares Trade in Secondary Markets

In the past three months, trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year, says the CEO of LODAS Markets.

CI Financial Reports Total Assets of $391.1 Billion for March 2023

All financial amounts in Canadian dollars unless stated otherwise.

MFA urges FTC to reconsider non-compete ban for alts asset management industry

Alternative asset managers leverage these proprietary investment positions and trading strategies to deliver returns for their institutional investors, including pensions, endowments, and foundations.

Network International Gets $2.65 Bln Takeover Proposal From Brookfield Asset Management

Network International said it was responding to recent press speculation regarding a possible offer.

ETF Wrap: Where next for BlackRock?

Ahead of Credit Suisse’s recent state-brokered acquisition by UBS, Fink sent a team of BlackRock staff to Zurich after telling them “to be in the game, we must play the game”.

PNC Financial Services : Bank Appoints Leadership Positions In North Florida

The group of four leaders has more than 100 combined years of industry experience. Each was selected for their ability to drive and develop high-performing teams, while achieving strong results in the market.

Oppenheimer's Private Market Opportunity Initiative Celebrates Its Fifth Year of Offering Unique Investments for Sophisticated Clients

Private Client Division Identifies and Provides Access to High-Quality Capital Raisings Through a Combination of Proprietary Funding and Open Architecture Platforms

American Financial Exchange Acquired By 7RIDGE

7RIDGE’s acquisition of AFX reinforces AFX’s leading role as a provider of credit-sensitive benchmarks to the U.S. lending market.

Buffett Shows Investors How to Broaden Their Horizons

High-quality companies can be found outside the US, and often at cheaper prices.

Aristotle Completes Acquisition of Pacific Asset Management from Pacific Life

Rebrands acquired firm to Aristotle Pacific Capital, LLC

World's Largest Asset Owner, Japan's Government Pension Investment Fund, Selects Morningstar Indexes & Equileap for Additional Gender Diversity Mandate

New Japan version of global gender diversity index builds on initial collaboration between Morningstar, GPIF and Equileap started in 2020.

15 Northwestern Mutual Illinois-Based Financial Advisors Named on National Ranking of Top Wealth Advisors

Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.

Cognizant Named a Leader in Capital Markets Operations By Analyst Firm Everest Group

New Report Highlights Cognizant's Strengths in Automation, Analytics, and Consulting to Support Financial Services Clients

Alternative Investments