Managers of Wealth Americas

Fisher Investments Selects Advent International and ADIA as Strategic Partners in Minority Common Stock Investment

Fisher Investments' Founder Ken Fisher Maintains Majority Controlling Interest

Wall Street is divided over the rise of private credit

On the other side are top executives from some of the world’s biggest money managers who aren’t hesitating to push back on that argument.

State Street Global Advisors Unveils Next Generation IncomeWise Solution

The innovation underpinning this latest iteration is grounded in State Street’s partnership with the University of California

Schroders Bolsters Regulatory Reporting Tech with Implementation of Broadridge’s Consumer Duty Solution for Distributor Feedback

Extends strategic relationship in response to U.K. FCA’s regulatory requirements

IG brings US-listed options and futures trading to UK clients

The launch comes as options and futures trading emerges as an increasingly popular component of traders’ overall portfolios

Vantage launches US primary cyber insurance

The company said its new cyber coverage further accelerates its portfolio growth, driven by market demand and increasingly complex cyber risks.

BlackRock Model Shakeup Spurs $4 Billion Growth-Stock ETF Surge

If a tweak is made to a strategy, billions can move at a time.

Guy Carpenter launches Capital & Advisory group

Its responsibilities include raising capital for clients

Global Finance Names The World’s Best Sub-custodian Banks 2024

The list of winners of Global Finance’s Best Sub-custodian Bank 2024 Awards follows.

Apex Group and ACA form strategic partnership to enhance client experience

support and protect their business

After Big May, ETFs Headed for 2nd Best Year Ever

A State Street report shows growing investor enthusiasm for active strategies.

Exploring private debt across Asia, Europe, the UK and U.S.

This optimism sets the stage for potential growth in private market activity.

Piper Sandler Enters Definitive Agreement to Acquire Aviditi Advisors

Acquisition adds premier fundraising, secondary solutions and direct investment capital capabilities to the firm’s market-leading private equity M&A and capital markets franchises

Falfurrias Capital Partners Announces Investment in EDGE Industrial Technologies

As EDGE undertakes a broadening range of customized industrial blade design projects, it remains committed to maintaining a tradition of excellence and prompt delivery to customers.

Baum Family Investments Acquires Highly Sought-after Net Leased Properties

The properties are in two major Midwest metro markets, both offering strategic business advantages.

Principal launches middle-market direct lending fund

The Principal Private Credit Fund I is tailored to meet the evolving needs of investors who prioritise significant income driven investment returns and diversification compared to other more typical investment options.

Billion-dollar advisors break away from Merrill with RIA launch

A pair of former Merrill Lynch advisors have made a break for independence by launching their own billion-dollar RIA practice.

RiverStone extends US reach with acquisition

Riverstone is domiciled in Jersey, with operating subsidiaries in the UK, Bermuda, Ireland and Malta.

iCapital Appointed Investment Fund Manager for Prime Quadrant’s Alternative Investment Access Funds

Prime Quadrant will continue as Portfolio Manager, responsible for the day-to-day management of its underlying fund portfolios

Advyzon Investment Management Names Scott Smith, Former Executive at Goldman Sachs and BNY Mellon | Pershing, Chief Revenue Officer

TAMP adds accomplished industry veteran to continue growth and momentum

Alternative Investments