Managers of Wealth Americas

BOK Financial Corporation to Acquire CoBiz Financial

The merger consideration is valued at $23.02 per share, based on the closing price of BOK Financial on June 15, 2018.

BlackRock Is Offering a Free Perk That Lets It See Inside Your Portfolio

Free risk-assessment tool for financial advisers is part of an effort to sell more funds to individual investors

Centaur continues its growth in the US with new jersey office opening

This new location expands the firm’s global presence to a ninth location with four directly servicing the U.S. market.

Nutmeg State Financial CU acquires DaLand Solutions

The credit union recently made news when it opened a new branch offering DMV services

BlackRock woos wealth managers with its risk analytics software

The software was the star of BlackRock’s biannual investor day last week.

Bci AM enters Peru market

‘This transaction becomes a relevant milestone in our international expansion plan, consolidating our strategy of bolstering our value proposition in alternative investments for the institutional segment.’

Offshore Finance Centers receive Backing from to Economists

It also makes it very clear that these centers play a critical role in the development of the US and global economies.

Fund Flows: U.S. Wins, Europe Loses for Equity Funds in Early June

Investors put new money into U.S. equity funds in early June, while European equity funds extend an outflow streak that has lasted since the middle of 2016, thanks to Italian elections and outflows from France, Austria and Switzerland.

DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives

A T. Rowe Price survey discloses how defined contribution plan sponsors understand several retirement planning objectives and risks.

BlackRock's Biggest Hedge Fund Bleeds Talent

The fund has seen several others exit.

Warburg Pincus to acquire Spanish online wealth management firm Self Bank

Terms of the transaction were not disclosed.

Ipreo Partners with Alvarez & Marsal's Alternative Investment Services Group

Ipreo PCM's solutions have transformed the way the industry manages, communicates, and delivers private capital data.

Baird to acquire New York investment firm M. Griffith

M. Griffith has more than 40 employees, including 12 financial advisers who manage and oversee more than $2 billion in assets.

U.S. hedge fund Hudson Bay to open London office: sources

Britain continues to be a popular destination for U.S. hedge funds seeking to trade financial products in Europe in spite of its upcoming exit from the European Union.

Mercer Announces Proposed Expansion

The project is in addition to the Company's previously announced Phase I project at the Friesau Facility, involving the installation of a new planer line.

Why is a U.S. regional expanding to Germany?

Expanding in Europe makes sense, said Dan Kimerling, a former head of research and development at the bank who is now the general partner at Deciens Capital.

Australian fund of hedge funds expands to New York with new Cayman fund

NWQ is a leading Australian funds management firm specialising in the identification, research and allocation to Australia's leading equity hedge funds.

Surprise! Hedge-funder who charges a 44% performance fee tops list of richest investors

The 25 top earners pulled in a combined $15.38 billion in 2017, a massive bump of almost 40% from 2016, when the top 25 produced the lowest collective earnings since 2005.

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction

Hedge fund "Billionaire’s Club" continues to grow

And new data reveals that it is private pension funds that are leading the big-money hedge fund investors, overtaking public pension funds.

Alternative Investments