Managers of Wealth Americas

The New York Stock Exchange Launches NYSE Institute, Championing Capital Markets and NYSE-Listed Companies

NYSE Vice Chairman John Tuttle Will Serve as President of NYSE Institute

IQ-EQ shortlisted in 2022 HFM U.S. Services Awards

This year, winners will be announced on 13 September at the awards ceremony in New York.

LPL Financial Announces Private Client Services Network

New program creates a full-service option for LPL advisors to use vetted providers to better serve the needs of affluent clients

Arthur J. Gallagher & Co. Acquires Four Corners Group Inc.

Kelly Farrell and her team will remain in their current location under the direction of Melanie Jeannotte, CEO of Gallagher's Benefit and HR Consulting Division in Canada.

Constellation adds Hartford Investment Management to institutional consortium

Constellation's asset owner partners have an approximate aggregate assets under management of $1.5 trillion.

ESG driving the next wave of asset management transformation

This is surprising given that energy equities have been the best performers this year alongside commodity equities.

Pathstone to Add $3.5B RIA Firm

The latest addition is Alexandria, Virginia-based Dyson Capital Advisors.

Eton Solutions Raises US$ 38 Million Series C Funding

Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.

UAE, Brazil poised to see surge in trade and investments

About 1,030 Brazilian companies that became part of the Brazilian pavilion at the Expo and secured business deals of $648mln during the event are expecting additional deals worth $3.4bln in the next 12 months

KKR expands industrial real estate portfolio in the Inland Empire

KKR acquired the property through KKR Real Estate Partners Americas III, KKR’s Americas opportunistic equity real estate fund.

Catalina appoints CEOs for Asia and US

Petrellis joins Catalina on 11 July taking over the role from Amy Gallent who will be retiring later in the year.

SuMi TRUST to Partner Side-by-Side with Apollo and Athene as a US$1.5 Billion Investor in a Proprietary Portfolio of Alternative Assets

This investment by SuMi TRUST follows other Asia-based institutional commitments, which in total account for more than $5 billion in third-party capital.

WA Asset Management Acquires BT Wealth Management

RIA deal creates strategic foothold in Georgia and sparks an evolution of the firm’s marketplace positioning

State Street and FactSet Partner to Streamline Data Flows Across Front, Middle & Back Office

The two companies expect the collaboration will provide common clients with a seamless and highly functional experience from client portals for equity, fixed income and multi-asset strategies all the way through to custody.

Arthur J. Gallagher & Co. Acquires Surety Associates of Southern California Insurance Services

Terms of the transaction were not disclosed.

NFP acquires wealth management firm Newport Private Wealth

We’re excited to bring personalized and expert wealth management services to even more communities as we grow.

AllianceBernstein Completes Acquisition of Global Private Alternatives Manager CarVal Investors

Following the announcement in March, client activity and fundraising momentum has been strong, with over $2.1 billion raised by CarVal across their diverse product line-up.

TD Bank weighs acquisition of US brokerage firm Cowen

The Toronto-headquartered lender, which has been rapidly expanding its footprint via acquisitions, has hired advisers to draw up a possible transaction for the US firm.

Allspring Global Investments to adopt state street alpha platform

State Street Alpha is a fully integrated front-to-back technology platform that combines proven industry-leading components, including Charles River Development, Alpha Data Platform, middle-office processing, and a comprehensive set of data and back-offic

Investors push companies for specific ESG actions

Proxy season sees record level of resolutions and wider focus

Alternative Investments