Managers of Wealth Americas

OneDigital Expands into Canada with Investment in PWL Capital, Expanding Wealth Management Services Across Borders

Investment is the First of a Significant Deployment of Capital to Build a Client Centric Advisory Platform

Emigrant Partners takes minority stake in Novare Capital Management

The minority investor is bolstering its presence in North Carolina through a partnership with the $1.8 billion RIA.

Goldman Sachs Alternatives Launches Open-Ended Global Infrastructure Strategy

This launch continues the firm’s efforts to expand access to its $500bn Alternatives platform

Churchill Achieves Record Investment Activity in 2024

$52 billion private capital platform shares 2024 highlights and recognizes the latest promotion class

John Hancock Investment Management Expands Alternatives Offering Launching Asset Backed Securities Fund with Manulife | CQS Investment Management

The fund's investment objective is to seek to generate a return comprised of both current income and capital appreciation.

BUX partners with State Street on bringing SPDR ETFs to EU investors

Through this collaboration, BUX will provide its clients across Europe access to SSGA SPDR ETFs as well as educational content on investments.

Generali Investments to acquire majority stake in MGG Investment Group

MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes.

Goldman's Petershill unit sells majority stake in General Catalyst for $789m

The sale represents a substantial premium over Petershill's net asset value, according to the firm.

Bank of America (BAC) Awards $1 Billion in Stock to Retain Employees

The bank recently announced its 2024 fourth-quarter and full-year results

AAM Insurance Investment Management and Affinius Capital Partner to Offer Commercial Real Estate Lending Strategies to Insurance Clients

This new partnership will provide AAM's insurance company clients with Commercial Real Estate Strategies.

Colbeck Capital Raises $700 Million for Latest Vintage Strategic Lending Fund

Colbeck Strategic Lending III Significantly Surpasses Target Demonstrating Strong Demand for Colbeck’s Sponsor-Like Approach to Financing Unsponsored Middle-Market Companies

Spirit Wealth Doubles Sales in 2024 Amid Rising Demand for Whiskey Cask Investment

Unlike traditional markets, whiskey cask investments provide a tangible asset that appreciates in value as it matures.

Balentine Partners with FJ Management to Ensure Next Generation of Independence and Growth

The Utah-based private holding company has acquired a 20 percent stake in the ultra-high net worth wealth management firm, enabling Balentine to secure its independence while positioning itself for future growth.

Homestead Capital, Farmland Specialist Investment Manager, Adds Kudu Investment Management as Strategic Partner

The firm remains majority employee-owned and led by Daniel Little and Gabe Santos, co-founders and co-CEOs.

TD Asset Management Inc. broadens its ETF lineup with two new U.S. dollar offerings and expanded suite of target maturity bond ETFs

Expanded suite of TD ETFs offers greater flexibility for investors

Alternative Investments