Managers of Wealth Americas

Demand for advice rises as not all investors go it alone

Alongside a surge in retail share trading, traditional and ‘robo’ advice is being sought

Aegon AM will manage $1.1bn responsible investment mandate

The portfolios will be managed by Aegon Asset Management UK plc (Aegon AM UK) under the US Sustainable Equity Income strategy, beginning December 1, 2020.

Stellex Capital Management Makes Additional Investment in Paragon to Support Growth

The timing of the added investment is driven by Stellex’s belief in Paragon and its strategic plan to continue to grow both organically and through its targeted acquisition strategy.

Levine Leichtman Capital Partners Portfolio Company Monte Nido & Affiliates Acquires Walden Behavioral Care

Walden opened the Walden Behavioral Care Center for Recovery in 2020, one of the largest 24-hour inpatient and residential care facilities dedicated to the treatment of eating disorders in the U.S.

Kudu Investment Management Buys Stake in Third Eye Capital

Founded in 2015, Kudu has more than US$650 million (C$823 million) in capital commitments to date.

How new investment dealer offers advisors 'pure independence'

New firm's CEO says she and business partner are in it for long haul and want to offer a truly customized experience for advisors

RF Capital Announces Revolving Credit Facility of up to $200 Million to Pursue Aggressive Growth Strategy

The Facility also includes an accordion provision that will enable the Company to request increases in the total commitment, under the same terms, by an aggregate amount of up to $75 million, subject to the Lenders' approval.

CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

CAIS Platform manager Carlyle to provide insights during CAIS' exclusive alts track at SALT NY

Citco Opens Centre of Excellence Office in Hyderabad as Part of Regional Expansion

The new office is located in HITEC City, Hyderabad’s international technology hub, with Citco set to move into the new state of the art building in Salarpuria Sattva Knowledge City once construction completes in Q3 2022.

Apex provides fund administration, accounting services to US Gold Opportunity Fund

Through their partnership with Apex, USGO will benefit from the flexibility, responsiveness and expertise provided by Apex’s team and underpinned by a range of ‘best in class’ technologies, a connected approach that supports all asset cl

RBC Canadian Core Real Estate Fund Adds 12 New Assets to its Portfolio

The Fund is designed to provide investors with an attractive income stream and total returns with limited volatility

Citizens Financial Group, Inc. to Acquire JMP Group LLC

Expands capital markets capabilities for commercial clients

George Soros calls out BlackRock's 'China blunder'

Pouring billions of dollars into China now is a tragic mistake

UBS Hedge Fund May Offer Clients Direct Access to China Strategy

The strategy has booked double-digit gains this year

BMO Harnesses AI Technology for Capital Markets Structured Note Pricing and Scenario Analysis

Structured notes are traditionally priced using slow numerical techniques that simulate an extremely large number of possible future states of the financial markets

Actively Managed Sector ETF Strategy Launched on NYSE

Seeks Capital Appreciation with a Goal to Generate Alpha Against Traditional U.S. Large Cap Benchmarks

Falcon Square Capital Added by the Federal Reserve Bank of New York as a Counterparty for the Secondary Market Corporate Credit Facility

Falcon Square Capital is honored to be added as an SMCCF counterparty by the New York Fed to participate in providing additional liquidity for bonds purchased through the secondary credit facility.

Alternative Investments