Managers of Wealth Americas

Capital One Finalizes $35 Billion Discover Purchase

The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S.

Hines Private Wealth Solutions Successfully Completes $194 Million DST

DST offering was designed with investors’ wealth preservation and estate planning needs in mind

Proptech Innovator Roofstock Launches Short-Term Rental Management Division With Investment in Casago

This strategic expansion reflects Roofstock’s commitment to delivering a unified platform of proprietary data and institutional-grade tools for real estate investors of all sizes to research, acquire, manage, and optimize rental properties—whe

State Street Global Advisors Forms Strategic Relationship With smallcase

Announcement follows SSGA’s investment in smallcase

Goldman Sachs' new head of macro trading also came from a hedge fund

It's not clear why Dangoor deserted his career as a senior portfolio manager at SPX.

CI Global Asset Management Announces May 2025 Distributions for the CI ETFs

The CI Distribution Reinvestment Plan (DRIP) will automatically reinvest cash distributions into the CI ETF making the distribution.

CI Global Asset Management Announces May 2025 Distributions for the CI ETFs

The ex-dividend date for all ETFs is May 26, 2025.

Apollo Hybrid Funds to Acquire PowerGrid Services from The Sterling Group

Investment Will Support Leading Provider of Electric Utility Maintenance and Construction Services in its Mission to Address Growing US Power Demand and Needed Grid Improvements

VanEck launches tokenized money market fund with Securitize

The British Virgin Island fund targets institutional and qualified investors with minimum subscriptions starting at $100,000 for investments on Avalanche, BNB Chain, and Solana, and $1,000,000 on Ethereum.

Citi Sells Private Market Funds Unit to Fintech Giant iCapital

As part of the sale, 20 Citi employees are set to join New York-based iCapital, which has some 1,800 employees.

Munich Re ‘optimistic’ for mid-year renewals, US property cat still attractive: CFO Jurecka

Munich Re held an earnings call with analysts during which the upcoming mid-year renewals were discussed by the company’s CFO.

LPL Financial Drops Data-Breach Defamation Suit Against Ameriprise

LPL agreed to dismiss a lawsuit alleging that Ameriprise had sent misleading information to customers about a potential data breach.

Mid-year renewals to mirror January & April trends as property pricing softens: Hannover Re’s Althoff

In the U.S., wildfires will likely be factored into the equation

State Street Global Advisors Research Examines Investors’ Risk Awareness Amid Market Volatility

The study is part of State Street Global Advisors ETF Impact series, which was created to explore the evolving role of ETFs in portfolio construction, risk perceptions, and investor behavior.

Polar Asset Management Partners Acquires Castlefield Associates Inc.

Prior to founding Castlefield, Mr. Schindler spent 18 years at the Ontario Teachers’ Pension Plan

Osaic Super OSJ Affiliated Advisors Lands 30 New Teams in Q1

Founder and President Rita Robbins says disruption and the desire for personalized support have helped attract advisor teams with about $1.5 billion in client assets.

Blackstone, Vanguard, Wellington to Launch Private Markets Fund

The companies have laid out plans for an interval fund, which will be managed Wellington and draw its investments from all three firms.

First Rate Launches Alts Data Management Solution to Revolutionize Wealth Management Operations

Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.

Global Wealth Management Named on USA TODAY's Best Financial Advisory Firms 2025 List, #1 Advisory Firm in Southeast Florida

This recognition follows recent strategic growth milestones for GWM, including opening a new office in Palm Beach County and its expansion into Florida's West Coast with the acquisition of Gulf Coast Financial Planning in Lakewood Ranch/Sarasota.

$3.7 Billion Merger Launches Balefire, a New Brand and Business Growth Strategy

The new entity brings together over 60 professionals with complementary skillsets, offering comprehensive wealth management, strategic tax planning, and corporate solutions.

Alternative Investments