Managers of Wealth Americas

Crestone Capital Announces Five New Shareholders

Industry leaders expand Crestone's ownership structure

BankThink Big banks' best defense in a pandemic: A diversified strategy

The nation’s biggest banks, however, will be better positioned to fight the pandemic than smaller banks.

PNC Announces Intent To Sell Its Investment In Blackrock

The transaction has been approved by PNC's Board of Directors.

Here's the Average Stimulus Payout in All 50 States

But what really stands out to the American public about the CARES Act is the $300 billion directed toward stimulus payouts for working Americans and seniors.

Trillion-dollar club tightens grip on fund market during crisis

Market leaders such as BlackRock, Vanguard and State Street have gained control of 61% of the industry’s assets

Brookfield to Create $5 Billion Retail Revitalization Program

The Retail Revitalization Program will focus on retail businesses that have $250 million or greater in normalized revenues and have been operating for at least two years.

Odey called out over Brazil agriculture investment

Global Witness highlights UK hedge fund’s stake in company accused of environmental violations

Ameriprise Financial Reports First Quarter 2020 Results

The company’s business continuity capabilities ensured that advisors have the tools and information necessary to meet and exceed client needs in this volatile environment.

Hedge funds bet on gold as refuge from ‘unfettered’ currency printing

Big-name investors such as Elliott and Caxton act on concerns over debasement of money

Associated Banc-Corp Agrees to Sell Associated Benefits & Risk Consulting

This transaction allows us to monetize our investment in ABRC and further our strategic goals of enhancing shareholder value and being a source of strength for our customers, colleagues and communities

AIG Reports First Quarter 2020 Results

In the first quarter of 2020, our core businesses delivered strong results building on the momentum we had coming into the year.

Buffett’s Berkshire posts nearly $50b loss

Berkshire’s first-quarter net loss totaled $49.75 billion, or $30,653 per Class A share

Janus Henderson Group Reports First Quarter 2020 results

Solid long-term investment performance, with 65% and 66% of assets under management (‘AUM’) outperforming relevant benchmarks on a 3 and 5 year basis, respectively, as at 31 March 2020 First quarter 2020 operating income of US$(332.4) million

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.

Alternative Investments