Managers of Wealth Americas

How Manulife is helping to democratize real assets

Eric Menzer of Manulife Investment Management sheds light on firm's alternative income and inflation protection solution

FAF Wealth Management Advisor launches LWS Financial & Affiliates with MassMutual and MMLIS

As a recognized industry leader specializing in wealth management for closely held businesses and high-net-worth individuals and families, Weinstein has grown his practice to serve a diverse client base.

BMO Global Asset Management Expands Investment Capabilities with Experienced Global Equity Team

The new Global Equity team are the latest among 50 recent hires across BMO GAM to accelerate growth in key areas

1832 Asset Management announces sub-advisor change

There will be no change to the investment objective of the Fund resulting from this change.

J.P. Morgan Re-Appointed by Florida SBA as Manager on Florida Growth Fund

The firm will commit to private equity funds based in Florida, as well as making investments directly in companies with a significant presence in the state.

J.P. Morgan: Working capital of S&P 1500 companies returns to pre-pandemic range

An estimated $523 billion in liquidity remain trapped in the supply chains of the companies, according to J.P. Morgan’s 2022 Working Capital Index report

What portfolio risks should advisors be paying attention to?

Top portfolio manager walks through some factors that should be considered in evaluating asset and sector exposures

Truist Foundation Grants 5 Million to First Step Staffing to Aid in Paving a Path Out of Poverty and Homelessness

Partnership will contribute to the expansion of First Step Staffing to new markets, providing job solutions to end homelessness across the U.S.

M&T bank expands commercial real estate lending capabiities with creation of innovation office and hiring of key new executives

Based in New York City and Led by Brooke Cianfichi, the Commercial Real Estate (CRE) Innovation Office Brings a Wide Range of Expertise to CRE Financing

Hamilton enters US E&S energy and life sciences

That growth continues with Turner and Blackwell building out their respective lines of business.

Key Private Bank Selects Proteus to Offer Alternative Investment Solutions for Accredited Investor Wealth Management Clients

The Proteus technology platform has been designed and developed to offer client-specific product offerings and investment vehicles.

Truist Reports Second Quarter 2022 Results

Following our stress test results we announced a strong 8% increase in our quarterly cash dividend, subject to approval by the board of directors at our July meeting.

Citizens Financial Group, Inc. Reports Second Quarter 2022 Net Income of $364 Million and EPS of $0.67

Underlying Net Income of $595 million and EPS of $1.14

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.

Alternative Investments