Managers of Wealth Americas

US Bank gatekeepers drop Penn Mutual from $1.6bn fixed income fund

Penn Mutual has been removed as a subadvisor from the First American Multi-Manager Fixed-Income fund.

Merit Financial Advisors buys Texas-based Global Wealth Advisors

The merger brings an additional $860m in client assets under Merit's management.

American Integrity Insurance stock price target raised to $22 by Raymond James

The company maintains impressive profitability metrics, with a gross profit margin of 50.44% in the last twelve months.

Fifth Third Enters Alabama with Ambitious Growth Plan

New Huntsville Financial Center Kicks Off Multi-Year Strategy to Bring 15 Locations to the Heart of the South

Northern Trust to Provide Integrated Trading Solutions for North Dakota Retirement and Investment Office

NDRIO manages investments for more than two dozen SIB client funds

InvestNext Named PropTech Breakthrough's "Investment Management Platform of the Year"

Prestigious Annual Awards Program Recognizes Breakthrough Innovation in the Global Real Estate Technology Industry

CPP Investments Net Assets Total $731.7 Billion at First Quarter Fiscal 2026

All figures in Canadian dollars unless otherwise noted.

Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team

Team with $1.54 billion in assets and deep roots in the Texas business community joins Corient

CI Financial and Mubadala Capital Announce Completion of Take-Private Transaction by Mubadala Capital

The transaction valued CI’s equity at approximately C$4.7 billion and implies an enterprise value of approximately C$12.1 billion.

Dynasty Financial Partners and Abacus Global Management Announce Minority Investment

Deepening the Firms’ Partnership and Alignment for Growth

Eagle Point Securities oversees $2bn funds as sole dealer manager

The investment strategies include portfolio debt securities, regulatory capital relief transactions and collateralised loan obligation securities.

Coller Capital Leads $3 Billion Continuation Vehicle Closed by TPG Twin Brook

The transaction supports long-term alignment between TPG Twin Brook and its LP base

First Financial Bank to Expand Presence in Chicago with Acquisition of BankFinancial

The acquisition also builds on First Financial’s existing commercial banking presence in the Chicagoland market.

OpenEden selects BNY as custodian for tokenized T-Bills fund

The strategic relationship highlights OpenEden and BNY’s shared commitment to shaping the future of financial infrastructure by facilitating regulated and institutional-grade assets on chain for global investors.

Florida Trust Wealth Management: An evolution story at 500 Families and $5B+ in assets

The Sanibel Captiva Trust Company opened as the island’s first independent, locally owned trust company.

Invesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025

Multifamily and Industrial represented the largest areas of conviction for the group in the first half of 2025, with 80% of transactions falling within those sectors.

Berkshire Hills, Brookline Bancorp to merge to form Beacon Financial

Berkshire Hills is parent of Berkshire Bank, while Brookline Bancorp is parent of Brookline Bank, Bank Rhode Island, and PCSB Bank.

TD Bank Group provides insurance catastrophe information

The Bank's internal threshold may change from time to tim

Ashton Thomas Private Wealth Welcomes Kobo Wealth Conservancy, Establishing Hawaii Presence

This deal continues Ashton Thomas’ rapid expansion across the United States, establishing the firm’s presence in Hawaii for the first time.

Apollo Reports Second Quarter 2025 Results

Apollo issued a full detailed presentation of its second quarter ended June 30, 2025 results

Alternative Investments