Managers of Wealth Americas

Bain Capital wants billions for public equities

And it appears other new funds are still on the way.

Fidelity Launches ‘Full Service’ HSA Solution for Advisers

Fidelity’s Award-Winning HSA Can Help Advisors Meet Their Clients’ Growing Demand to Manage Health Care Expenses

KKR Acquires Riata Corporate Park

KKR is making the investment through its Real Estate Partners Americas Fund II.

Manulife Investment Management Closes $1.5 billion Private Equity Fund

The Fund was seeded with an existing portfolio of funds and co-investment interests in North American buyout and growth funds invested with more than 25 leading private equity managers.

Savant Capital Management takes over Huber Financial Advisors

The deal, whose financial terms were not revealed, is expected to close on 31 March 2020.

Fiduciary Trust Company International to Acquire Athena Capital Advisors in Merger Deal

Franklin Templeton Subsidiary Extends Presence into New England with $6 Billion U.S. Wealth Manager

Aksia to acquire TorreyCove

The TorreyCove acquisition is part of a natural progression for Aksia, CEO James Vos said.

How a fake Saudi Prince conned investors out of nearly $8 millionu

Khalid regularly drove around the luxury enclave in a 2016 Ferrari California (with a base price of roughly $200,000) sporting diplomatic license plates and a security detail.

What is private equity, and why is it killing everything you love?

Private equity led to the closing of Toys R Us and cost 30,000 workers their jobs — and it’s hardly the only example of a deal gone wrong.

Arthur J. Gallagher & Co. Acquires Minority Stake In SP&G Insurance Brokers Sdn Bhd

SP&G presents an exciting opportunity to expand Gallagher's commercial insurance footprint in Asia and further extend our client reach in the global aviation sector.

Why HNW clients ‘absolutely need alternatives’

President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility

MAI Capital Management Acquires J.M. Hartwell

Addition of $640M firm adds investment management capabilities and extends MAI’s reach to New York City

Sound Point Capital Launches Its First Dedicated Specialty Lending Fund

The final close for the firm’s “Strategic Capital Fund” took place in December

Arthur J. Gallagher & Co. acquires Walsdorf Agency

David L. Walsdorf, Louis J. Walsdorf and their associates will be relocating to Gallagher's Jericho, New York office

Hana Financial Investment, Hotel Lotte buy $175m hotel in US

“We will do our best to apply our accumulated global investment banking solutions (to the joint business deal with Hotel Lotte),” Hana Financial Investment CEO Lee Jin-kook said, expressing content with the newly formed partnership

Private equity will keep on scooping up tech firms in 2020, say experts

The private equity buyers have become more attractive as they’re willing to pay better multiples

$17 Trillion Jump in Global Stock Markets to Continue in 2020

The global stock markets demonstrated impressive results in 2019. Analysts, however, think that a pullback is possible.

Dimensional Fund Advisors Enters the Asset-Management Fee War

On an asset-weighted basis, investor costs will drop an average of 8%, according to the firm.

Kennedy Wilson Raises $775M for Value-Add Fund

The closed-end fund has exceeded its original target.

Lone Star emerges as white-knight bidder for Japanese hotel chain Unizo

Unizo said Lone Star was not seeking to control Unizo so it was unlikely that Lone Star would exercise that right.

Alternative Investments