Managers of Wealth Americas

Northern Trust Completes Acquisition of Parilux Investment Technology

Front Office Solutions takes the next step in its Parilux partnership to serve institutional investors’ need for a holistic data solution

Arthur J. Gallagher & Co. Acquires Koff & Associates, Inc.

The team focuses on public sector

KKR, like private equity peers, swings to 1Q profit

Total revenue was $4.56bn, compared with negative revenue a year earlier of $1bn

Apex Group appointed by Canadian Music Royalty Fund

The Fund will seek to generate income and capital gains by acquiring catalogs of high quality, globally successful, enduring music copyrights and royalty streams with a focus on Canadian creators.

Apollo Global Management, Inc. Reports First Quarter 2021 Results

Apollo issued a full detailed presentation of its first quarter ended March 31, 2021 results

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

The ability to securely aggregate clients' existing positions and cash flow information directly into their financial plan, will deepen the accuracy and impact of plans delivered via firms who have chosen Conquest as their financial planning engine.

Short Seller Soren Aandahl Chases Targets With New Hedge Fund

Blue Orca raises $25 million for global activism investments

Arthur J. Gallagher Acquires Mutual Brokers

Mutual Brokers is a growing, culturally aligned business that doubles our presence and expands our client capabilities in the key Canberra market," said J. Patrick Gallagher, Jr.

RBB Bancorp Raises $120 Million for Acquisitions

Royal Business Bank has long held a beachhead in Los Angeles. Louis Chang founded the bank in 2008 and expanded through six acquisitions in Chinese American communities.

Zoe Financial Announces Its Collaboration with Vista Wealth Management

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.

SEI Canada Announces Termination of Conservative Fund

The decision to terminate the Fund was driven by the Fund’s low asset balance

The view of US investment-grade credit from Europe

Nevertheless, with every price reset comes an opportunity to reassess value and, in the case of US IG credit, we see reasons to be positive again.

Valor Equity Partners Closes Oversubscribed Growth Fund V at $1.7 Billion

Over the years, Valor has had the opportunity to partner with some of the world's greatest entrepreneurs as they seek to solve challenging problems and scale their businesses.

CIBC Innovation Banking Provides Fund Banking Solutions to Yaletown Partners Inc.

The fund finances and supports the disruption and modernization of traditional industries through digitalization, transformation and sustainability.

Vectra AI Raises $130 Million led by Blackstone Growth (BXG)

Investment will fuel research and development to secure the cloud using AI-driven threat detection and response and global expansion

The Carlyle Group Reports First Quarter 2021 Financial Results

Carlyle will hold its first Annual Meeting of Shareholders on Tuesday, June 1, 2021,

Legendary Value Manager Charles de Vaulx Found Dead

“De Vaulx didn’t think that was appropriate, and stuck to the deep value approach. His investors appreciated it because there weren’t many other places to find that.”

Chubb's Q1 profits soar as market responds “rationally” to years of underpricing

“From what we can see, I am confident these market conditions will endure,” he said, adding they represented “a rational response to the loss environment and years of industry underpricing.”

Principal Financial Group Announces First Quarter 2021 Results

Company also announces increase to common stock dividend

One year into a crisis, business owners are optimistic and implementing lessons learned, according to Truist survey

From small businesses to the "middle-market" to large corporations, today's business leadership is creatively reexamining, reimagining and reengineering their path to growth and profitability

Alternative Investments