Managers of Wealth Americas

Rubicon Point Partners Closes $232M Inaugural Commingled Fund

Rubicon First Ascent LP Capitalized to Acquire $770M in Real Estate Projects

RIADAC Changes Name to Digital Assets Council of Financial Professionals

Reflects Broader Demand for its Services from Entire Financial Services Industry

CIBC Mellon appointed custodian for Canada’s Brock University Pension Plan

CIBC Mellon will provide a range of custody and investment data services to the Brock University Pension Plan, as a growing number of asset owners take asset management in-house.

Jefferies Financial Group Reports Record Revenues and Net Income

Jefferies Dividend Increased 25% to $1.00 Per Share Annual Rate

OCIO rides market rebound to big growth

Managers also see clients shift from internal management post-pandemic

Two and twenty is long dead. Hedge fund fees fall further below onetime industry standard

White Square isn’t the first, and most certainly won’t be the last, hedge fund that fails to convince investors to pay up for its asset management.

CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors

CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion

Brookfield Completes Special Dividend and Creation of Brookfield Asset Management Reinsurance Partners Ltd.

The exchangeable shares will commence regular-way trading on the Toronto Stock Exchange and the New York Stock Exchange

iCapital To Expand Operations To Greenwich, Create 200 Jobs

The new iCapital Network office is expected to open in Greenwich this fall.

Robinson Capital Management launches pre-merger SPAC ETF

Robinson Capital invests primarily in pre-merger SPACs because of the tendency for downside mitigation (ability to redeem shares at USD10/share)

Janus Henderson Expands Active ETF Lineup

Janus Henderson has a strong track record managing real estate equity portfolios.

PensionmarkMeridien Partners with Lion Street

This relationship will help us to provide better outcomes for our clients through Lion Street’s sheer scale and market footprint.

BTG Pactual Strategic Capital, Morning Calm Management and Grupo Patio Launch Aurora Industrial

Aurora Industrial, a platform company focused on U.S. Midwest industrial real estate, has closed ~US$ 120 million anchor acquisition

Investment Manager Member Associations Find Growth Amid Year Of Pandemic And Social Injustice

Today, the mission of promoting diversity and inclusion for the Asian American and Pacific Islander community in the investment field is more critical than the day the Association of Asian American Investment Managers was founded in 2006, according to CEO

Advisor Group adds four financial professionals with USD259m in total client assets to Royal Alliance Subsidiary

Advisor Group, a US network of independent wealth management firms, has recruited four independent financial professionals who oversee a collective USD259 million in total client assets to its platform.

BlackRock and iCapital Network Expand Existing Partnership to Broaden Private Market Access to Wealth Managers Internationally

The partnership will focus on the distribution of global private market funds

Alternative Investments