Managers of Wealth Americas

Global equity capital markets: regional perspectives and outlook for 2021

There was an increased number of US and Chinese companies seeking listings, and IPO activity was dominated by the technology, e-commerce and healthcare industries.

Texas Teachers invests in UK, US industrial assets via co-investments

The pension fund has hired Antin Infrastructure Partners for the first time with an €80m commitment into the Antin Infrastructure Partners Mid Cap 1 fund.

Franklin Resources, Inc. Announces Month-End Assets Under Management

This month’s increase in AUM primarily reflected the positive impact of markets and approximately flat long-term net flows

Arthur J. Gallagher & Co. Announces Agreement To Acquire Certain Willis Towers Watson plc Reinsurance, Specialty And Retail Brokerage Operations

The reinsurance brokerage operations, which include both treaty and facultative reinsurance, generated approximately $750 million of estimated pro forma revenue

JR Dallas Wealth Management Partners with Retirement Specialty Group for strategic investment growth

TN. based, Retirement Specialty Group, a Registered Investment Advisory firm with $40 Million in assets under management, joins JR Dallas Wealth Management.

JOHCM owner to double US assets following value manager acquisition

The acquisition price represents 7.6x 1H21 EBITDA (annualised, excluding synergies) and is expected to be double-digit EPS accretive in the first full year after completion.

AIG Reports First Quarter 2021 Financial Results

Life and Retirement delivered another solid quarter, with adjusted pre-tax income growth driven by diversified product offerings and increased investment returns.

AIG reveals strong Q1 results

Net premiums written (NWP) in the first quarter of 2021 increased 9% to US$6.5 billion due to strong growth in commercial lines insurance both in North America and AIG’s International business.

Multi-boutique asset manager launches UCITS funds

New offerings provide access to quantitative emerging market and market-neutral equity strategies

PGIM pursues hearts and minds in Europe

‘It was early in the morning, the US wasn’t up yet, and I had to make the decision’

Boston Private Shareholders Approve Merger with SVB Financial

The deal attracted criticism from a major Boston Private investor

MAI Capital Management Completes Acquisition of the Wealth Management Division of Ownership Advisors

Acquisition expands MAI’s wealth management team and enhances its presence in the Greater Cleveland area

WisdomTree Launches Alternative Income Fund (HYIN)

HYIN offers distinct liquid and diversified access to high yielding alternative credit sectors

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

Alternative Investments