Managers of Wealth Americas

A Record Number of Private Equity Funds Are in the Market — But Closing Them Won’t Be Easy

The pandemic has changed the private equity fundraising landscape.

MFA Wealth Recognized as a Top Wealth Management Firm for the Fifth Straight Year

The key factors that enabled MFA Wealth to make the list include the firm's Compass Portfolio Program which offers sophisticated management services for investors and its MAPTM Portfolio Program, a process that utilizes state-of-the-art financial pla

Tom Gira Named STA’s 2020 Dictum Meum Pactum Award Recipient

The award will be given via a ceremony at STA’s Annual Market Structure Conference

2020: Private Equity embraces the Special Purpose Acquisition Company during a record year

In many respects, the aims of SPACs and customary VC / PE strategies are very similar and firms are now seeing that SPACs themselves might other multiple advantages over the traditional acquisition and investment holding structures utilised by PE.

SEI Launches New Investor Tax Savings Report for Independent Advisors

Automated Service Now Part of Suite of Innovative Technology Solutions

RBC Capital Stick to Their Hold Rating for Invesco

According to TipRanks.com, RBC Capital analyst Kenneth Lee is currently ranked with 4 stars on a 0-5 stars ranking scale, with an average return of 5.2% and a 56.25% success rate.

Risk Isn’t Static: Advisors Need To Stop Treating It That Way

Founder and President of Luken Investment Analytics, a quantitative research and third-party asset management firm based in Franklin, TN.

Charles Schwab Is Quietly One of the Biggest Banks in America. That’s a Problem.

Schwab CEO Walt Bettinger’s plan to attract the rich, lock in the young, and crush the threat of Robinhood.

Managers find personal touch vital ingredient for fundraising

There's an abyss that asset owners have to jump over when it comes to getting to know potential investment managers for your fund via a Zoom meeting.

Wall Street’s biggest banks are muscling into small M&A deals

Dealmaking has fallen almost 25% through Septpember 30

Hedge funds skeptical of SEC plan to let firms conceal stocks

At issue is a July SEC proposal that would mark a dramatic overhaul of fund reporting rules that haven’t been updated in 40 years.

Hedge fund administration – past, present and future

The decision to outsource drove immense economies of scale through central platform administrators providing gold-standard financial technology, experienced back-office and accounting teams and complex valuation modeling.

EBRD commits additional US$ 10 million to AIF fund for SEMED region

Anne Fossemalle, EBRD Director for Equity Funds, said, “From the outset of the Covid-19 pandemic, it has become even more important to continue supporting promising fund managers in the SEMED region in order to provide SMEs with continuous access to

Malta Pension Plans For Your Clients?

Another possible way to eliminate or mitigate taxes is by using a Malta pension plan.

ABA Salutes Women Bank Execs Atop ‘Most Powerful,’ ‘Women to Watch’ Lists

The rankings, selected by the publication’s editors, highlight the professional achievements and business acumen of the industry’s leading women.

U.S. Banks Pull More Assets From London Ahead of Crucial Brexit Deadline

London’s position as a gateway to Europe for U.S. banks is being eroded

Advent International raises USD2bn for seventh PE fund dedicated to Latin America

Continuing the same pan-regional, sector-focused strategy as its predecessors, LAPEF VII will invest primarily in Brazil, Colombia, Mexico and Peru, and may also invest opportunistically in nearby countries including Argentina and Chile.

Further consolidation expected as five largest asset managers exceed size of US economy

The world’s five largest asset management companies, BlackRock, Vanguard, UBS, State Street, and Fidelity International, hold USD22.5 trillion in assets combined, which is higher than the GDP of the United States.

American Equity, Varde Partners and Agam Capital Management Announce Strategic Partnership

Each of the three companies brings distinct capabilities to the partnership.

Most Powerful Women in Finance: Ida Liu, Citigroup

Head of Citi Private Bank, North America

Alternative Investments