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Alternative Investments

11/15/2024

SEI Launches Liquid Alternative Fund in Canada

Evolution of Asset Allocation Strategy Reflects Commitment to Diversification

11/15/2024

Kingswood Capital Management Acquires Branding Iron Holdings, a Leading Protein Provider

This represents the latest investment for Kingswood in the food and beverage industry.

11/14/2024

NovoPayment secures $20m from Morgan Stanley to boost FinTech innovations

The company plans to utilize the fresh capital to further enhance its innovative platform and expand its footprint in the embedded finance market.

11/14/2024

Merchant Announces First Canadian Partnership

The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada.

11/13/2024

Morgan Stanley Expansion Capital Makes $20 Million Investment in NovoPayment

Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market

11/12/2024

Morgan Stanley Capital Partners Agrees to Sell Sila Services

Closing is subject to customary closing conditions, including the receipt of all required regulatory approvals.

11/08/2024

SEI Wins Top Honour at 2024 LSEG Lipper Fund Awards in Canada

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

11/08/2024

American Plus Bank, N.A. Agrees to Acquire Long Beach, California, Branch of United Fidelity Bank, fsb.

This strategic acquisition marks a significant milestone for American Plus Bank

11/07/2024

Swiss Re strengthens US liability reserves, following a comprehensive reserve review

The recent introduction of an uncertainty allowance on new business will continue to support the strength of overall reserves going forward.

11/07/2024

Goldman Sachs strat MD that left for Citadel becomes Point72 risk chief

Goldman Sachs alums are all the rage for hedge funds this year.

11/06/2024

TD Bank Group provides insurance catastrophe information

The Bank's internal threshold may change from time to time.

11/06/2024

Ramaswamy's fund family Strive pivots to wealth management; Morningstar calls Strive 'average'

“That does not seem like a winning brand positioning to me,” one executive said.

11/06/2024

3 Goldman Sachs Mutual Funds for Higher Returns

The fund has more than 2,000 professionals across 31 offices worldwide.

11/05/2024

Lincoln International Acquires TCG Corporate Finance, a Leading Technology Investment Banking Advisor to European Private Equity

Strengthens the firm’s technology and digital expertise globally and its presence across the continent

11/05/2024

Native-focused organizations receive more than $6 million in grants from Wells Fargo’s Invest Native

Initiative supports community groups in six states with focus on addressing economic opportunities

11/05/2024

Miracle Mile targets HNW tech opportunity with new Chicago location

The national RIA managing $6.5 billion is bolstering its appeal to advisors and clients with an additional foothold in the Midwest.

11/05/2024

Warren Buffett Is Selling Apple and Bank of America, but Here Are 3 Stocks He Plans to Hold Forever

While Buffett has been slashing his stakes in some of Berkshire's largest equity holdings and selling smaller positions entirely, there are three top stocks he plans to hold indefinitely.

11/01/2024

BNY Expands iFlow's Fixed Income and Equities Insights

With this expanded capability, BNY’s iFlow will now be able to generate on-demand charts for shorts, holdings, and positioning, complementing existing flow views.

10/31/2024

BlackRock sets up private markets fund platform for wealth market

BlackRock Private Markets is registered in Luxembourg and has three sub-funds.

10/31/2024

Capital Group and KKR Advance Public-Private Investment Solutions for Individual Investors

The two new strategies are expected to be offered through financial professionals to the U.S. wealth market. Select institutional investors may find the strategies relevant in their portfolios as well.

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