Managers of Wealth Americas

Wealth Management Company Announces Merger

Dillon Wealth Management in Vincennes has merged with a Nebraska firm

Large Pension Funds Slowly Begin to Dump Hedge Fund

A growing number of large public pensions are beginning to shun hedge funds. This trend gained steam in 2014.

Keel Point and BlueCreek Investment Partners Announce Merger

Keel Point, LLC and BlueCreek Investment Partners, LLC today announce the merger of their boutique, relational-model wealth management firms to provide family and institutional clients a broader and deeper base of investment and planning capabilities, dra

Moss Securities Launches South American Hedge Fund

Moss Securities sets itself apart from other brokerages

IRS Hammers Offshore Lending and Underwriting Structure

The partnership had no employees, and conducted all of its activities through a U.S. manager.

Treasuries Pare Gains After U.S. Adds More Jobs Than Forecast

Benchmark Treasury 10-year note yields were little changed at 2.01 percent at 8:50 a.m. New York time

Cantor Fitzgerald Expands Footprint with Office in Birmingham

Cantor Fitzgerald & Co., a leading financial services firm, today announced the expansion of its footprint with the opening of a new office in Birmingham, Alabama

Royal Bank of Canada Hires J.P. Morgan to Help Sell Swiss Operation

Royal Bank of Canada has hired J.P. Morgan to run a sale process for RBC Suisse SA, its Swiss wealth-management operations

Privateer Holdings Announces First Institutional Investor in Legal Cannabis Industry – Founders Fund

Privateer Holdings’ investors consisted solely of ultra-high net worth individuals and family offices

Morgan Stanley raises about $1 bln for second mezzanine debt fund

The LPs for Morgan Stanley Credit Partners II include unnamed global institutions and high net worth individual investors.

Privateer Holdings Announces First Institutional Investor in Legal Cannabis Industry – Founders Fund

The investment from Founders Fund marks the first time a major institutional player has placed capital in the cannabis industry, and is a significant next step as the industry moves out of the shadows and into the light.

Citi Appointed Successor Depositary Bank for CPFL Energia S.A.’s Sponsored ADR Program

Citi, acting through Citibank N.A., has been appointed by CPFL Energia S.A., the largest private integrated utility company in Brazil, as the successor depositary bank for its American Depositary Receipt program.

Schroders Introduces New R6 Share Class

The R6 share class is a "clean" fee share class with no embedded shareholder servicing fees, providing more competitively priced products to Schroders' eligible institutional clients.

What Does Bitcoin Mean For Advisors?

There's general agreement that Bitcoin has the potential to disrupt and transform the practices and institutions on which the current financial system is built.

Pimco clients pulled $150 billion in 2014 amid management turmoil

Pimco suffered the worst year of withdrawals in the history of fund management

Former Deutsche Bank Trader Strikes $50 Million Deal for New Hedge Fund

Fund Gets Startup Cash from Grosvenor Capital Management in Exchange for Cut of Fees

Love Him or Hate Him, Bill Ackman Now Runs the World’s Top Hedge Fund

Ackman, 48, is one of the most famous hedge-fund activists in the world.

Hollis Park Partners With Multi-Billion Hedge Fund Manager GCM Grosvenor

Hollis Park Partners LP, a global structured products investment management firm, today announced a strategic partnership with GCM Grosvenor

Web 2.0 bank Fidor to open US outpost; UK launch "in final stages"

Innovative German bank Fidor is preparing to launch in the US after signing a partnership agreement with an undisclosed local bank.

CenterSquare Investment Management Announces $100 Million First Closing of CenterSquare Value-Added Fund III, L.P.

We see these channels of opportunity as being highly complementary to our traditional sourcing strategies

Alternative Investments