Managers of Wealth Americas

Zurich NA & ICS create Envision Re

Members can be at various points on the sustainability continuum.

Arthur J. Gallagher & Co. Acquires John C. Breckenridge Insurance Solutions, Inc.

John Breckenridge, Lisa Breckenridge and their team will remain in their current location under the direction of Kevin Garvin, head of Affinity North America for Gallagher's retail property/casualty brokerage operations.

Columbia Banking System and Umpqua Holdings Corporation Announce FDIC Approval and Expected Closing Timeline for Combination

"Our combination, and all the potential it holds to unlock value for our customers, communities, associates and shareholders, is one step closer to becoming reality,"

Snowden Lane Partners Secures $100 Million Credit Facility

New Facility Arranged by Apogem Capital and Monroe Capital Will Enable Snowden Lane to Significantly Bolster Growth Momentum

Citizens M&A Outlook Optimistic Despite Headwinds

After peak of 2021 and disruption of 2022, survey participants have positive outlook for 2023

Hedge fund managers shy away from launches as markets come under strain

The third quarter of last year had 71 new funds, down from 132 in the same period of 2021

Broadridge Leverages Glue42 Capabilities to Deliver a Seamless Trading Interface

This move brings clients of Broadridge and Glue42 an integrated framework across products, creating a single workspace for banks and broker-dealers.

Former SEI asset management distribution leader to run IFIC

Andy Mitchell becomes president and CEO of Canada's investment industry body with more than 30 years of experience

Brookfield Asset Management Announces Establishment of Normal Course Issuer Bid

Brookfield Asset Management also announced that it has entered into an automatic purchase plan in relation to the normal course issuer bid.

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Cypress Capital Management and West Capital Management Clients will continue to be served by the same advisory team as part of Bryn Mawr Capital Management.

UC Investments Creates Strategic Venture with Blackstone to Invest $4 Billion in BREIT Common Shares

Blackstone will then contribute $1 billion of its current BREIT holdings as part of a strategic venture with UC Investments.

Alternative ETFs at Year’s End—and a Peek into the Future

Investors may want to DIY in 2023.

Chubb launches global climate business unit

It will also provide risk management and resiliency services to help those managing the impact of climate change.

Impactive Capital nominates four directors to Envestnet's board

Envestnet did not immediately respond to a request for comment.

Solving the Liquidity Factor for Alternative Investments in DC Plans

Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions, or steer toward other non-traditional options altogether.

Arthur J. Gallagher & Co. Acquires CBS Insurance, LLP

Peter Lauve, Steve Senter and their partners and associates will remain in their current location under the direction of Bret VanderVoort, head of Gallagher's South Central retail property/casualty brokerage operations.

Where money managers are placing their bets in 2023

Fund managers break down which sectors they think are poised to do well, and which won't

Edelweiss Financial Services NCD offers attractive rates

The company is a frequent issuer, and it currently has around Rs 15,500 crore in outstanding debt securities as liabilities (as on March 2022).

Sanlam Investments – fund teams’ 2023 outlooks

The first is that the layoffs we have seen recently in the technology space are unlikely to be finished – from where we sit, the outlook in IT services (and particularly software) is not rosy.

Here's what mattered in hedge funds and asset and wealth management in 2022

Investors both big and small are closing the books on 2022, and to state the glaringly obvious, it wasn't a good year for many of them.