Managers of Wealth Americas

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

TAMP now has over 280 strategies from 46 asset managers

CI Financial Reports Total Assets of $467.9 Billion for April 2024

All financial amounts in Canadian dollars unless stated otherwise.

Churchill Asset Management and Dawson Partners Complete $425 Million Structured Liquidity Solution Transaction

The structure provides Dawson vehicles with downside protection and upside participation, and Churchill investors with immediate liquidity and future upside potential.

Goldman Sachs Seeks Private Equity Credit Lines Growth

The move comes as part of its efforts to fill the void left by the turmoil seen at regional banks last year, and the collapse and subsequent sale of Credit Suisse to UBS.

Baker Tilly Strengthens Bay Area Presence with Seiler Acquisition

Strategic combination underscores commitment to serving family offices and ultra-high-net-worth clients, positioning Baker Tilly as a Top 5 firm in the Bay Area

UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans

The company's investment staff will join GSAM, following one of the largest OCIO mandates to date.

Money managers adding execs to exploit new opportunities in insurance

As of March 31, Blackstone’s credit and insurance AUM totaled $329.6 billion, of which insurance comprises over $200 billion.

Goldman Sachs Asset Management Appointed Outsourced Chief Investment Officer for UPS's $43.4 Billion North American Pension Portfolios

The mandate affirms Goldman Sachs’ position as the largest OCIO manager in the US, with over $325 billion in OCIO assets under supervision globally.

Gregory FCA Acquires BackBay Communications to Forge a Powerhouse in Financial Services Strategic Communications

Combined Firm Is Now 6th Largest U.S. Financial Services PR Agency and 36th Overall

State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”

State Street Corporation announced a cash dividend on each of the below outstanding series

The Impact of Current Trends on Investment Firm Risk Management

In this article, discover how each of these trends—as well as a few others—can increase the level of risk investment firms face, and what appropriate insurance coverages your firm may need.

Consider portfolio hedges amid macro uncertainty

Gold typically acts as a haven asset, while oil can help insulate portfolios from certain risks.

Michael Saylor Predicts Pension Funds Will Need Some Bitcoin

SWIB's Bitcoin investment is very notable considering how risk-averse pension funds are.

Greenside Capital Advisors Launches as Investment Banking Firm

Firm offers middle market companies a compelling alternative for M&A and investment banking services

NCM Asset Management Ltd. Announces Results of Special Meeting of Securityholders

Securityholders of the Terminating Fund have the right to redeem securities of, and make switches out of, the fund up to the close of business on May 17, 2024.

Gen II Announces The Rebranding of its Portal to Sensr Portal

The secure and modern portal enables GPs to provide increased transparency and enhanced reporting to LPs

Bridgewater’s new CEO says hedge fund must be ‘rewired’ following Ray Dalio’s exit

In an interview with the Financial Times, Nir Bar Dea vowed to overhaul the Westport

$585M Wells Fargo Team Jumps to DayMark Wealth Partners

Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.

Triodos Bank joins forces with Fondaction to accelerate positive change in global finance

Collaborating with institutions that share our vision and values is essential to fostering the transformation needed to shape tomorrow’s economy.

Core Spaces launches wealth management platform

The student housing firm has tapped brothers Tom and John Dine to lead the investment vehicle as managing directors.

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