Managers of Wealth Americas

Risk Isn’t Static: Advisors Need To Stop Treating It That Way

Founder and President of Luken Investment Analytics, a quantitative research and third-party asset management firm based in Franklin, TN.

Charles Schwab Is Quietly One of the Biggest Banks in America. That’s a Problem.

Schwab CEO Walt Bettinger’s plan to attract the rich, lock in the young, and crush the threat of Robinhood.

Managers find personal touch vital ingredient for fundraising

There's an abyss that asset owners have to jump over when it comes to getting to know potential investment managers for your fund via a Zoom meeting.

Wall Street’s biggest banks are muscling into small M&A deals

Dealmaking has fallen almost 25% through Septpember 30

Hedge funds skeptical of SEC plan to let firms conceal stocks

At issue is a July SEC proposal that would mark a dramatic overhaul of fund reporting rules that haven’t been updated in 40 years.

Hedge fund administration – past, present and future

The decision to outsource drove immense economies of scale through central platform administrators providing gold-standard financial technology, experienced back-office and accounting teams and complex valuation modeling.

EBRD commits additional US$ 10 million to AIF fund for SEMED region

Anne Fossemalle, EBRD Director for Equity Funds, said, “From the outset of the Covid-19 pandemic, it has become even more important to continue supporting promising fund managers in the SEMED region in order to provide SMEs with continuous access to

Malta Pension Plans For Your Clients?

Another possible way to eliminate or mitigate taxes is by using a Malta pension plan.

ABA Salutes Women Bank Execs Atop ‘Most Powerful,’ ‘Women to Watch’ Lists

The rankings, selected by the publication’s editors, highlight the professional achievements and business acumen of the industry’s leading women.

U.S. Banks Pull More Assets From London Ahead of Crucial Brexit Deadline

London’s position as a gateway to Europe for U.S. banks is being eroded

Advent International raises USD2bn for seventh PE fund dedicated to Latin America

Continuing the same pan-regional, sector-focused strategy as its predecessors, LAPEF VII will invest primarily in Brazil, Colombia, Mexico and Peru, and may also invest opportunistically in nearby countries including Argentina and Chile.

Further consolidation expected as five largest asset managers exceed size of US economy

The world’s five largest asset management companies, BlackRock, Vanguard, UBS, State Street, and Fidelity International, hold USD22.5 trillion in assets combined, which is higher than the GDP of the United States.

American Equity, Varde Partners and Agam Capital Management Announce Strategic Partnership

Each of the three companies brings distinct capabilities to the partnership.

Most Powerful Women in Finance: Ida Liu, Citigroup

Head of Citi Private Bank, North America

Liz Weston: Sustainable investing could get a lot harder

Many say the rule would make it so difficult or risky for workplace plans to offer ESGs that it effectively removes them from consideration.

TD Bank Group Issues First-Ever Sustainability Bond to Support Environmental and Social Initiatives

Announcement comes on the heels of recently launched TD Sustainable Bonds Framework

Steward Partners Expands into Pacific Northwest with Acquisition

Steward Partners Global Advisory Group's Acquisition Adds $3.4 Billion in Client Assets and 23 Advisors to Partnership

Global Financial Centres Index 28

GFCI 28 again shows a relatively high level of volatility, with 23 centres rising ten or more places in the rankings and 20 falling ten or more places.

CLOs fight back against hedge fund efforts to siphon value

The constraints have allowed sophisticated investors to profit at their expense. Some have gone so far as to arrange transactions that intentionally shift value away from the structures, market watchers say.

Saudi Arabia's Arbah Capital buys US portfolio

Acquired a $43mln diversified portfolio of five US industrial assets

Alternative Investments