Managers of Wealth Americas

Franklin Resources, Inc. Announces Month-End Assets Under Management

The increase in assets under management was due to market gains that offset net outflows.

Arthur J. Gallagher & Co. Acquires Majority Interest in Risk Management Services Limited

"Our Caribbean brokerage operations have worked on regional accounts with RMS since the mid-'90s," said J. Patrick Gallagher, Jr., Chairman, President and CEO.

Is Schwab blocking broker breakaways?

Schwab has a history of taking brokers to arbitration that it alleges have solicited clients after leaving the firm

ASI raises USD425m for lower mid-market private equity fund

The strategy is designed to capture outperformance potential of the lower middle market private equity ecosystem.

Greystone acquires C-III Asset Management

Greystone has been an active commercial lender and servicer for 30 years

Total cat bond issuance surpasses $100bn: Aon Securities

Aon also highlighted an evolution in cat bond investor type

Bain Capital wants billions for public equities

And it appears other new funds are still on the way.

Fidelity Launches ‘Full Service’ HSA Solution for Advisers

Fidelity’s Award-Winning HSA Can Help Advisors Meet Their Clients’ Growing Demand to Manage Health Care Expenses

KKR Acquires Riata Corporate Park

KKR is making the investment through its Real Estate Partners Americas Fund II.

Manulife Investment Management Closes $1.5 billion Private Equity Fund

The Fund was seeded with an existing portfolio of funds and co-investment interests in North American buyout and growth funds invested with more than 25 leading private equity managers.

Savant Capital Management takes over Huber Financial Advisors

The deal, whose financial terms were not revealed, is expected to close on 31 March 2020.

Fiduciary Trust Company International to Acquire Athena Capital Advisors in Merger Deal

Franklin Templeton Subsidiary Extends Presence into New England with $6 Billion U.S. Wealth Manager

Aksia to acquire TorreyCove

The TorreyCove acquisition is part of a natural progression for Aksia, CEO James Vos said.

How a fake Saudi Prince conned investors out of nearly $8 millionu

Khalid regularly drove around the luxury enclave in a 2016 Ferrari California (with a base price of roughly $200,000) sporting diplomatic license plates and a security detail.

What is private equity, and why is it killing everything you love?

Private equity led to the closing of Toys R Us and cost 30,000 workers their jobs — and it’s hardly the only example of a deal gone wrong.

Arthur J. Gallagher & Co. Acquires Minority Stake In SP&G Insurance Brokers Sdn Bhd

SP&G presents an exciting opportunity to expand Gallagher's commercial insurance footprint in Asia and further extend our client reach in the global aviation sector.

Why HNW clients ‘absolutely need alternatives’

President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility

MAI Capital Management Acquires J.M. Hartwell

Addition of $640M firm adds investment management capabilities and extends MAI’s reach to New York City

Sound Point Capital Launches Its First Dedicated Specialty Lending Fund

The final close for the firm’s “Strategic Capital Fund” took place in December

Arthur J. Gallagher & Co. acquires Walsdorf Agency

David L. Walsdorf, Louis J. Walsdorf and their associates will be relocating to Gallagher's Jericho, New York office

Alternative Investments