Managers of Wealth Americas

Fiduciary Trust International Completes Acquisition of Pennsylvania Trust

The firm offers a robust suite of personalized investment management, trust, estate, financial and tax planning, and tax preparation services.

Wall Street Still Hungry for China’s Choicest Office Addresses

A commitment to stay the course is offering much-needed respite for commercial property developers in financial capital Shanghai as the coronavirus threatens a sector that was already oversupplied.

BNY Mellon Investment Management launches ETF range

For BNY Mellon, the initial three core building block ETFs offer another access point for the capabilities in fund administration, custody and broking in the ETF industry that they are best known for.

Lazard Ltd Reports First-Quarter 2020 Results

With Lazard’s solid financial footing, our deep relationships with clients, and unrivaled expertise in strategic advisory, restructuring and asset management solutions, we fully expect to emerge from this period in a position of strength.

Markel Reports First Quarter 2020 Results

The Company also announced today it has filed its Form 10-Q for the quarter ended March 31, 2020

LPL Financial Agrees to Buy Broker-Dealer

Lucia Securities is a broker-dealer that serves approximately 20 advisors and $1.5 billion of client assets Estimated transaction multiple of approximately 6x post-synergy EBITDA

White Oaks Wealth on Top 12 Best Wealth Managers and Financial Advisors List

This award is a testament to our wonderful team.

Milliman analysis: Corporate pension funding ratio at 87.5% at 2019 year-end despite best asset performance in 16+ years

The 94 basis-point drop in discount rates in 2019 countered stellar investment returns of 17.3% for Milliman 100 pensions

Tufts Endowment Chief Investment Officer Sally Dungan Dies

Dungan held a M.A. in Intercultural Communication from Monterey Institute of International Studies.

Can palladium see temporary surplus this year? Norilsk Nickel makes its projection

Supply concerns have been one of the main drivers behind palladium's stellar performance this past year.

Zurich unveils Covid-19 reimbursement product for employers

The employer is the policyholder in this case and has to submit its reimbursement claims to Zurich.

Blackstone Reports First Quarter 2020 Resul

Our experience has shown that although asset values may be temporarily marked down, strong assets ultimately recover.

Chubb: revenue, profit beat forecasts in Q1

The quarter was marked by financial market volatility in the credit, equity and foreign exchange markets

Truist Reports First Quarter 2020 Results

Results for the first quarter produced an annualized return on average assets (ROA) of 0.90 percent

Citizens Financial Group, Inc. Reports First Quarter Net Income

Record noninterest income up 16% year over year

Hedge Fund Hotshots Suffer Humbling Losses in Coronavirus Chaos

Three out of four funds lost money last month amid turmoil

BNY Mellon Launches Comprehensive Technology Solution for ActiveShares ETFs

The platform includes security restriction and approval processing features within the order ticket, eliminating the need for off-line phone and email communications.

BlackRock raises $5.1bn for global energy and power infrastructure fund

Fund close marks the largest alternative asset fundraise in BlackRock history

Appleby Bermuda Advised Global Atlantic in their Launch of Ivy, A USD1 Billion Reinsurance Co-Investment Vehicle

Ivy is sponsored by Global Atlantic and designed to co-invest approximately USD1 billion with Global Atlantic and its subsidiaries in qualifying reinsurance transactions.

CI Financial announces partnership with leading global private markets investment firm

"We believe private market and other alternative investments can provide investors with valuable benefits, including the potential for added diversification, stability and downside support," said Kurt MacAlpine , CI Chief Executive Officer.

Alternative Investments