Managers of Wealth Americas

Aon Company NFP Acquires Judith Heft & Associates

Acquisition will expand client offerings and provide high-touch lifestyle services

How hedge funds can help steady traditional portfolios

This underscores the weakness in traditional portfolios.

Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors

Manulife Wealth advisors can use Conquest’s SAM to streamline workflows

TD Asset Management Inc. Expands its Lineup with the Introduction of New Mutual Funds and US$ Purchase Options

TD Global Technology Leaders Index Fund is structured to help provide investors seeking exposure to the technology sector

JPMorgan Leads Nearly $1.2 Billion Financing for New York Towers

The deal is one of the largest financings backed by a single asset so far this year.

Aon Company NFP Acquires Judith Heft & Associates

Acquisition will expand client offerings and provide high-touch lifestyle services

Janus Henderson to partner with Anemoy and Centrifuge on its first tokenized fund

Janus Henderson will be serving as a sub-advisor to the LTF, managing the fund’s day-to-day operations and portfolio through Tabula, a wholly owned subsidiary.

Public Pensions See Growth, Diversification in The Private Markets

Panelists at the Council of Institutional Investors' 2024 Fall Conference discuss how their allocations to alternatives have evolved since the global financial crisis.

Bluespring Wealth Partners Wins 2024 WealthManagement.com Industry Award for Best Ownership Transition Offering

Bluespring’s Successor Academy recognized as standout succession solution, empowering the next generation of wealth managers to grow while maintaining firm legacies

State Street Global Advisors Debuts Three Digital Asset and Disruptive Technology ETFs Actively Managed By Galaxy Asset Management

Funds seek to provide active management of digital asset exposures to capitalize on market inefficiencies and evolving trends in a rapidly transforming ecosystem

State Street Global Advisors and Apollo Global Management Join Forces to Increase and Broaden Investor Access to Private Markets

Two leaders in asset management seek to democratize access to private assets

Chatham Asset Management Launches CLO Management Business

CTM will be managed as a separate entity with distinct portfolio management, research analyst, and operations teams.

SSGA launches fund to track hedge fund returns

The State Street Global Alternative Beta Fund tracks the HFRX Global Hedge Fund Index

SEI Adds KKR to Alternative Investments Access Platform

Industry Trend for Increased Access to Alternatives Presents Growth Opportunity

JP Morgan Asset Management Looks to Expand in Private Credit

Over the last few years, asset managers have made the greatest expansion in private assets, according to a report from Coalition Greenwich.

Brookfield to Invest Up to $1.1 Billion in Infinium to Scale Ultra-Low Carbon eFuels

New investments secured for Infinium and company's Project Roadrunner production plant to accelerate availability of sustainable aviation fuel

Chatham AM launches CLO management business

He holds a BS in Finance from Georgetown University.

Quayside, Fintova Partners Boost EU Market Access for US Asset Managers

The collaboration is designed for managers aiming to expand their reach into the lucrative EU markets, all while ensuring full guidance, oversight, and compliance with the UCITS and AIFM directives.

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

Our decades-long growth and success reflect our unwavering commitment to delivering expertise, stability, and next-gen solutions to our clients worldwide.

The Huntington National Bank to expand banking franchise in North Carolina and South Carolina

Bank to add 55 branches in the Carolinas over the next five years