Managers of Wealth Americas

NextGen Bond Managers

These four managers have enough of a track record to show real-world results in up and down markets, but are young enough that they potentially could be managing funds for the next few decades.

China GF Intl says to set up offices in New York, London

Asset manager GF International Investment Management said on Monday that it plans to set up offices in New York and London next year

Shooting For Higher Goals: Leadership Lessons From Charles Schwab's Former CEO

After three years as co-CEO with Schwab, founder of the San Francisco brokerage and investment firm, and two years as the sole boss, Pottruck got called into Schwab’s office and unceremoniously fired.

BGC launches formal $675 mln offer for rival broker

The industry has also faced challenges as regulators have pushed more derivatives trading onto electronic platforms in a bid to make the market more open and safer. Low interest rates also have dampened market volatility, adding to brokers' woes.

Online PE marketplace iCapital Network racks up $9.25 mln

iCapital Network has created a comprehensive platform that enables qualified investors and their advisors to see over 2,000 private equity funds

Raymond James to Offer Commission-Free ETFs to Investment Advisors

Raymond James Financial Inc is preparing to offer exchange-traded funds free of transaction fees, ratcheting up its competition for assets against similar programs in place at Charles Schwab Corp and TD Ameritrade Holding Corp.

DB Private Equity closes latest secondary opportunities fund at $1.7 bln

Deutsche Asset & Wealth Management said Tuesday that DB Private Equity has closed its latest secondary opportunities fund at its hard cap of $1.665 billion.

Fortress Enters into Agreement to Acquire the Fruta del Norte Project from Kinross

Fortress Minerals Corp. is pleased to announce that it has entered into a definitive share purchase agreement to purchase a 100% interest in the Fruta del Norte Gold Project located in Ecuador from Kinross Gold Corporation for total consideration of US$24

RBC Global Asset Management Inc. Launches Five New ETFs

This is the first unhedged European dividend ETF in Canada and has a management fee of 0.49 per cent. The ticker symbol "RPD" represents Canadian-dollar-denominated units, while the ticker symbol "RPD.u" represents U.S.-dollar denomina

Asian investors turn to U.S. apartment buildings

After snapping up luxury condos and commercial properties in New York and Los Angeles, Asian investors are now training their eyes on U.S. apartment buildings.

Private Equity Titans Open Cloistered World to Smaller Investors

The arrangement of private equity funds tends to limit access to them.

Wafra and Greenstone to Linkup Within the Gulf Cooperation Council

Wafra Investment Advisory Group, Inc. and Greenstone Equity Partners have forged a strategic alliance to introduce Wafra's institutional investment platform to GCC-based investors.

Schwab phones Private Client customers to advise dumping PIMCO Total Return fund

Charles Schwab & Co. is advising Schwab Private Client customers to move their assets out of the PIMCO Total Return fund.

90 North Plans $750M of Investments

Company officials say they plan to invest $750 million, mostly in the US, during the next 18 to 24 months.

Why 10 Percent of Life Insurance Agents Have A Lock On The Ultra-High-Net-Worth Market

The author of Recognizing the Opportunity: Wealth Management, Estate Planning and Life Insurance and a founder of Private Wealth magazine.

Goldman Sachs in talks to acquire ETF provider IndexIQ: sources

The deal, if finalised, would enable Goldman to introduce passively managed and actively managed exchange traded funds within months.

Lucia aquires West Coast Asset Management office, key staff

West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.

Private equity adviser, CEO settle with SEC over fee allocations

The Securities and Exchange Commission said that Clean Energy Capital LLC and its founder and CEO Scott Brittenham had settled the matter without admitting or denying the charges.

US hedge fund Elliott Advisors pays unnamed London executive £38m

Elliott’s UK division paid only £1.3m in corporate tax last year, less than the average £1.35m paid to its 53 employees

Janus Capital Group acquires ETF Product Provider

This acquisition positions Janus within the rapidly growing rules-based and active ETF universe

Alternative Investments