11/14/2022
ZEDRA completes the rebrand of US Global Expansion Specialist, Axelia Partners
Reflects ZEDRA’s ambition to be recognised as an international leader in global expansion services
Alternative Investments
11/14/2022
15 Biggest Hedge Funds in the World by AUM
Some of the largest asset management firms in the world are also hedge funds
11/11/2022
CI Financial Reports Financial Results for the Third Quarter of 2022
All financial amounts in Canadian dollars at September 30, 2022, unless stated otherwise. Financial amounts for the quarter are unaudited.
11/10/2022
Alternative Credit Managers Launch ESG Integrated Disclosure Tool
Standardised template to drive enhanced transparency and accountability
11/10/2022
Hamilton Reserve Bank Partners with Rosenblatt Global Advisors LLC to Offer Tailored Investment Solutions
Through a co-branding arrangement, Hamilton Reserve Bank’s large and rapidly expanding global customer base will access Rosenblatt’s broad and deep investment capabilities and decades of institutional excellence
11/10/2022
SS&C Announces 2H2022 SS&C Advent Product Updates
We will continue innovating to bring new solutions and ideas to the market, looking to solve tomorrow's problems.
11/10/2022
KCA Wealth Management Expands Financial and Retirement Planning Resources
The firm, which is Central Pennsylvania's only three-time award-winning team for three years in a row*, adds investment committee, tax planning services and more
11/09/2022
‘We are heading toward a golden age for alternatives’
But AIMA Canada admits less then 20% of advisors have portfolio exposure
11/09/2022
CalPERS puts $500m into IDR Core Property Index Fund
CalPERS also disclosed in the meeting document that it made a $673m commitment to the DW Life Sciences Partners account.
11/08/2022
Aliph Capital appoints Apex Group for fund services
Apex Group will deliver timely, accurate and independent Fund Administration services to Aliph Capital, providing financial information, multi-currency transaction processing and flexible valuation periods.
11/08/2022
Blackford Capital's Jeffrey Johnson Named a 2022 Notable Money Manager by Crain's Detroit Business
The Crain's Detroit Business Notable Money Managers Award honors executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and relate
11/08/2022
Beyond Capital Ventures Announces Strategic New Investor: Shah Capital Partners
Globally Focused Family Office Deploys Meaningful Capital in Strong Fund Managers and Partners Closely as an Active Co-Investor
11/08/2022
SageSpring Wealth Partners Announces Official Launch of New Brand and Website
The national wealth advisory firm formerly known as Southwestern Investment Group is now SageSpring Wealth Partners.
11/07/2022
ZEDRA confirms acquisition of Curaçao and US based Atlas Fund Services
ZEDRA has an established presence in the fund services industry
11/07/2022
48% of Millennials and Gen Z’ers are investing for retirement through this account — and no, it’s not a 401(k) or IRA
A Charles Schwab report indicates that Millennials and Gen Z’ers are investing in HSA accounts.
11/03/2022
Alera Group Wealth Services Acquires Benson Blackburn
The acquisition continues Alera Group Wealth Services' strategic effort to expand by finding firms serving well-defined niches and embracing a wide range of advisor business models.
11/03/2022
Arthur J. Gallagher & Co. Acquires Doyle Mahon Insurances
Founded in 2009, Doyle Mahon Insurances is a retail insurance broker providing commercial and agricultural solutions to clients throughout Ireland.
11/02/2022
Eric Sturdza Investments launches Strategic Long Short Fund
The Strategic Long Short Fund is a UCITS-compatible fund and classified as an article 8 Fund under the SFDR.
11/02/2022
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology
11/02/2022
Cambridge Trust Commits up to $30 Million to Finance Affordable Housing with New Hampshire Housing
As part of the three-year agreement, Cambridge Trust will provide New Hampshire Housing with funds to finance the construction of rental housing