Managers of Wealth Americas

IQ-EQ enters strategic alliance with Artex for insurance solutions

Artex is the third largest insurance manager in the world

Walter Global Asset Management partners with Madryn Asset Management and expands its presence in the United States

This investment expands Walter GAM’s presence in the United States

Arthur J. Gallagher acquires Forest Insurance Facilities

Forest Insurance Facilities is a commercial lines wholesale insurance broker and managing general agency (MGA).

OneAmerica Announces Rebrand to OneAmerica Financial

The firm’s logo and website will both be updated in an effort to clarify the focus of the Indianapolis-based company’s work.

BlackRock’s active funds get punished for second successive year

Citywire's head of investment research Frank Talbot takes a closer look at the flows and performance of BlackRock’s active funds.

AVLA raises $25 million to bolster entry into US market

The equity round included participation by DEG Invest, a subsidiary of the German development bank KfW, and Altra Investments, a private equity firm based in Colombia.

HFT firm Virtu Financial raised pay again despite 68% two-year profit plummet

The catch comes, however, in share based compensation.

Hedge Fund Demands $100 Million From Its Compliance Team After SEC Probe

In an unusual lawsuit, Chatham claims the outside consultant, founded by former regulators, failed to prevent trading practices that ran afoul of authorities.

PBGC Names 6 Firms to Smaller Asset Managers Program

The companies will manage some of the agency’s fixed-income assets.

Natixis Corporate & Investment Banking provides $46 million financing for acquisition of Houston multifamily property

The financing was arranged by Daniel Stickane and Deon Green of Northmarq’s Dallas office.

Investor.com Announces Winners of 2024 Annual Awards

Trusted personal finance website investor.com is proud to announce its inaugural Annual Awards recognizing standout financial products and services.

Artisan Partners Asset Management (APAM) Reports Next Week: Wall Street Expects Earnings Growth

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter;

Allworth Pens First Two Deals of 2024, Adding $621M

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

MAI Capital Management Acquires WaterStone Investment Counsel

As we move into the next phase in our business journey, we are excited to join MAI, which shares our intense focus on doing what is best for our clients

Lombard rebrands as Axcelus Financial

The new name and full rebrand follows last November’s acquisition of the company by an affiliate of BroadRiver Asset Management LP

TD Asset Management Inc. Announces TD ETF Distributions

ETFs are not guaranteed, their values change frequently

Vanguard enhances investor capabilities for intergenerational wealth planning

The firm has partnered with digital estate planning provider Vanilla.

CI Global Asset Management Expands Access to its Private Pools

The CI Private Pools consist of 17 mandates spanning a range of geographies, investment styles and asset classes.

Carrick enters into LPT with Brazilian reinsurer

Carrick UK Services will assume the UK Branch’s staff and operations as part of the transaction.

Accenture Expands Capabilities for Private Equity Clients with Acquisition of Impendi

The firm’s procurement analytics offering allows clients to track spend

Alternative Investments