Managers of Wealth Americas

RBB Bancorp Raises $120 Million for Acquisitions

Royal Business Bank has long held a beachhead in Los Angeles. Louis Chang founded the bank in 2008 and expanded through six acquisitions in Chinese American communities.

Zoe Financial Announces Its Collaboration with Vista Wealth Management

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.

SEI Canada Announces Termination of Conservative Fund

The decision to terminate the Fund was driven by the Fund’s low asset balance

The view of US investment-grade credit from Europe

Nevertheless, with every price reset comes an opportunity to reassess value and, in the case of US IG credit, we see reasons to be positive again.

Valor Equity Partners Closes Oversubscribed Growth Fund V at $1.7 Billion

Over the years, Valor has had the opportunity to partner with some of the world's greatest entrepreneurs as they seek to solve challenging problems and scale their businesses.

CIBC Innovation Banking Provides Fund Banking Solutions to Yaletown Partners Inc.

The fund finances and supports the disruption and modernization of traditional industries through digitalization, transformation and sustainability.

Vectra AI Raises $130 Million led by Blackstone Growth (BXG)

Investment will fuel research and development to secure the cloud using AI-driven threat detection and response and global expansion

The Carlyle Group Reports First Quarter 2021 Financial Results

Carlyle will hold its first Annual Meeting of Shareholders on Tuesday, June 1, 2021,

Legendary Value Manager Charles de Vaulx Found Dead

“De Vaulx didn’t think that was appropriate, and stuck to the deep value approach. His investors appreciated it because there weren’t many other places to find that.”

Chubb's Q1 profits soar as market responds “rationally” to years of underpricing

“From what we can see, I am confident these market conditions will endure,” he said, adding they represented “a rational response to the loss environment and years of industry underpricing.”

Principal Financial Group Announces First Quarter 2021 Results

Company also announces increase to common stock dividend

One year into a crisis, business owners are optimistic and implementing lessons learned, according to Truist survey

From small businesses to the "middle-market" to large corporations, today's business leadership is creatively reexamining, reimagining and reengineering their path to growth and profitability

Saudi mortgage finance firm eyes US debut issuance

“We are following a strategy of diversification and access to liquidity and capital markets. We may tap the market again.

Stifel Reports First Quarter 2021 Results

For the three months ended March 31, 2021

Battea Class Action Services and Apex Group partnership offers clients securities litigation recovery services

This partnership will provide Apex Group’s institutional clients, including hedge funds and asset managers, with access to Battea’s “best in class” claims processing technology

Summit Financial Takes Minority Stake in Miami-Based RIA Kandor Global

Kandor Global serves global clients and growing LatAm business community, fueled by industry-leading partnership

Creative Planning Acquires Castle Wealth Advisors

Indiana-Based Investment Management Firm Has a Total of $320 Million in AUM and provides Business Valuation Services

Stone Point, GIC near US$3b deal for financial services provider Ascensus

The industry also has a lot of small players, creating an opportunity to grow through acquisitions.

Empower bulks up by adding Prudential unit

Acquisition will solidify firm's position as second-largest record keeper in U.S.

SS&C GlobeOp Forward Redemption Indicator: April notifications 2.07%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds. Indicator data is based on actual investor redemption notifications received.

Alternative Investments