Managers of Wealth Americas

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

Trinity Investments Closes $520 Million Fund to Invest in Value-Add Hospitality Assets

Trinity GP Fund I L.P. to target upscale and luxury hotels in the top 25 U.S. markets

Evolving Forces: Executive Summary

The U.S. retirement market, the world’s largest, is maturing as transformative trends continue to play out.

Sound Point Capital Acquires CVC Credit’s U.S. Direct Lending Unit

Terms of the transaction were not disclosed. As part of the agreement, Sound Point has hired a team of nine investment professionals from CVC Credit who together manage a portfolio of approximately $1 billion of assets.

Private equity brushes off past club deal woes with $34B Medline buyout

The deal comes after US private equity firms amassed approximately $721 billion in dry powder as of June 30, 2020 following years of record fundraising outputs.

Hightower's Leah Jones Named to InvestmentNews' 2021 '40 Under 40' List

Leah takes the time to really understand her clients' needs and goals and works with them to accomplish whatever 'well-th rebalanced' looks like for them.

Bond traders glimpse taper-talk roadmap that revives volatility

Tapering looms large for financial markets because the Fed has signalled that it will be a precursor to actual rate increases.

Hub International Acquires Retirement And Private Wealth Book Of Business In Texas

This move continues to strengthen Hub RPW with the addition of talent and resources to develop more comprehensive strategies for clients.

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives

EmployBridge to be Acquired by Apollo Funds

Subject to satisfaction of customary closing conditions including regulatory approvals, the transaction is expected to be completed by July 2021.

Golfer Rory McIlroy partners with eBay founder to invest in insurtech Kin

This additional investment takes the total raised to $69.2 million for the round.

TD Asset Management Inc. Announces Portfolio Adviser Change for Two Funds

The investment objectives of the Funds will be executed through a strategy utilizing a concentrated portfolio of U.S. securities.

Blackstone to Acquire International Data Group, a Leading Market Intelligence and Data Platform for the Technology Industry

IDG, Inc. and its subsidiaries have made multiple recent acquisitions to further increase its capabilities for its customers.

Alternative Investments