Managers of Wealth Americas

Venturi Sells Minority Stake to Bravura Capital

Private equity veteran Kent Weldon has made a private investment in Venturi Private Wealth, a fast-growing RIA founded by Merrill Lynch veteran Russ Norwood.

Bridge Alternatives targets institutional fund managers with C-suite outsourcing business

Division will be led by Kyle Fields, formerly of SS&C Technologies and PricewaterhouseCoopers

IQ-EQ acquires U.S. outsourced compliance provider

Global Investor Services Group IQ-EQ deepens its U.S. foothold with strategic acquisition

CIBC Asset Management adds new ETFs to its platform

The following ETFs have closed their initial offerings of units and will begin trading on the NEO Exchange today.

Franklin Resources Announces the Acquisition of Lexington Partners

Materially expands breadth and scale of Franklin Templeton’s alternative asset capabilities

AlixPartners buys management consulting firm Galt & Company

The firm’s consultants help clients improve management capabilities, decision processes and standards, and resource allocation to deliver competitive advantage and superior returns.

State Street Announces Partnerships with MIT’s Antionette Schoar, Harvard’s Robin Greenwood to Advance Cryptocurrency and Macroeconomic Research Initiatives

Professors Join State Street Associates, State Street’s Hub for Academic Partnerships and Data Science

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley Emerging Markets Debt Fund, Inc.

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 752 investment professionals around the world and $1.5 trillion in assets under management or supervision as of September 30, 2021.

Citizens Financial Group Completes Previously Announced Acquisition of JMP Group

This transaction further strengthens the bank’s growing corporate financial advisory capabilities.

J.P. Morgan Asset Management Taps the firm's Corporate & Investment Bank for New Global Operations Model

Multi-year initiative will leverage the expertise and scale of J.P. Morgan's Securities Services

SLGI Asset Management Inc. launches Sun Life KBI Sustainable Infrastructure Private Pool

The new solutions add to SLGI Asset Management's depth and breadth of investment solutio

CyrusOne to be Acquired by KKR and Global Infrastructure Partners in $15 Billion Transaction

CyrusOne Common Stockholders to Receive $90.50 Per Share in Cash, Representing a Premium of 25% to CyrusOne’s Closing Stock Price of $72.57 on September 27, 2021

Whitehall Capital strikes UK first as it enters agreement with leading US digital asset securities marketplace

Using the Securitize platform, Whitehall investors will now be able to buy and sell units in the Fund, trading their holdings with other investors.

Manulife Launches Two New Smart Defensive Equity ETFs

Manulife Investment Management is always looking to expand its lineup to meet the growing and diverse needs of investors.

Gallagher buys Iowa-based benefits consultancy Mark J. Becker & Associates

“MJBA will boost our consulting capabilities and access in Iowa and the Heartland region, and their strong ethical focus is culturally aligned with our own,"

American Equity Selects SS&C as Strategic Loan Servicing Partner

Precision LM will manage a $5.4B commercial, agricultural and residential real estate portfolio

TIME And Ally Financial Honor 47 Dealers

47 Dealers Win National Recognition for Community Service and Industry Accomplishments

Columbia Threadneedle finishes acquisition of Bank of Montreal’s European asset manager arm

Columbia Threadneedle added that its solutions business represents the point of entry of more than £145bn ($200bn) of client assets.

Over Two-thirds of Financial Services and Insurance Firms Plan to Invest More in AI, Ecosystems, and Blockchain in the Next Two Years

Facing growing customer expectations and a crowded marketplace, FSI organizations will look to emerging technologies to facilitate smoother client experiences and enable agents to focus on proactive engagement and long-term relationship growth

AIG Reports Third Quarter 2021 Financial Results

Life and Retirement was once again a solid contributor to profitability delivering adjusted pre-tax income of $877 million and a return on adjusted segment common equity of 12.2%.

Alternative Investments