Managers of Wealth Americas

CI Global Asset Management Launches CI Performance Series

Mr. Lewis noted that the CI GAM team’s expertise was evident at the 2024 LSEG Lipper Fund Awards

Arete Wealth Management, LLC Named Sole Placement Agent for FCP Venture X's $75 Million Investment in Lambda

Arete congratulates Fincadia Capital Partners for its investment in Lambda and for providing this private equity investment opportunity to qualified investors

Merchant and Venning Announce Strategic Partnership to Enhance Connectivity Between Tax Services and Wealth Management with A Look Towards AI

By leveraging this platform, CPAs can transition their practice to a fellow CPA to ensure the most optimal continuity of service with a seamless integration.

State Street and SS&C Technologies Restructure International Financial Data Services (IFDS) Joint Venture in Luxembourg and Ireland

Transfer Agency Services Provided by IFDS in Ireland and Luxembourg to be Assumed by State Street and SS&C

LPL Financial Launches Comprehensive Alternative Investment Platform

Bespoke solution offers a centralized hub to meet the evolving needs of investors

Equitable Holdings Reinsures 75% of its Individual Life Block with RGA

Transaction will free over $2 billion of deployable capital

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX

Fiera Capital Announces $100 Million Seed Investment for OAKS EM Select Strategy to Drive Emerging Market Strategy Growth

Funding to drive investments into securities in Emerging Markets, including Saudi Arabia, Greece, Vietnam, Mexico, Indonesia, and the Philippines.

Alera Group Accelerates Growth in Wealth Management and Retirement Plan Divisions

Leadership Drives Strategic Investments, Acquisitions and Partnerships

Investors are bullish on global stocks, Bank of America survey says

Investors are also more optimistic about China’s economic growth.

Vanguard’s VOO Dethrones SPY as the World’s Largest ETF

Its first-mover advantage helped it build a massive presence in terms of trading volume and liquidity.

Scotia Global Asset Management announces February 2025 cash distributions for Scotia ETFs

Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

Bridging market set to grow following wave of US and Middle Eastern investment

B&C reached out to bridging lenders experienced in working with HNWIs seeking ultra-prime London property for their input.

Preqin introduces Allocator Hub to support private market investments

The Allocator Hub provides tools for asset allocation, manager selection, due diligence, and portfolio management.

Nuveen reportedly mulling stake sale in $78bn private-capital unit

This unit, which includes Churchill Asset Management and Arcmont Asset Management, manages $78bn.

KKR Raises Over $850 Million for Opportunistic Real Estate Credit Strategy

ROX II is KKR’s flagship private fund investing across the full breadth of KKR Real Estate Credit’s opportunistic capabilities.

Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List

"Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt.

J.P. Morgan Asset Management Launches JPMorgan Flexible Income ETF on NYSE

Fund Aims to Deliver Attractive Income and Capital Growth

Tocqueville Asset Management Welcomes Poplar Forest Capital Team

This transaction underscores Tocqueville’s strategic growth plan

Prime Capital expands in US with Sugarloaf Wealth

Sugarloaf gains access to Prime Capital's platform and expertise, to boost client experience and support personalised service.

Alternative Investments