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Alternative Investments

07/23/2024

Jupiter AM mulls entry into European ETFs

The firm has $68bn assets under management (AUM) across its business by the end of Q1.

07/23/2024

Zions Bancorporation, National Association Reports Second Quarter Financial Results

Notably, tangible book value per share has increased by 20% over the year-ago period."

07/22/2024

ETF Adoption Strong Among Financial Advisors and Institutions

The use of ETFs by individual investors is highest among younger individuals

07/22/2024

Private banks tone down Trump trades after Biden withdraws

Joe Biden's withdrawal from the presidential election reduces the odds of an outright Republican victory, making popular so-called Trump trades less of a sure-fire bet.

07/18/2024

MLC AM selects Janus Henderson for $285m EM mandate

The fund aims to generate consistent risk-adjusted returns by investing in a wide range of companies from strong countries with good governance.

07/17/2024

Blue Owl Capital Significantly Expands Alternative Credit and Asset-Based Finance Capabilities with Acquisition of Atalaya Capital Management's Business

Established alternative credit management business with an 18-year track record will add over $10 billion in assets under management.

07/17/2024

Andersen Expands Central Florida Footprint with Tampa Office

20+ Gulf Coast-based professionals from Reilly, Fisher & Solomon join Andersen, providing tax and planning services for ultra-high-net-worth individuals, closely held businesses, and family offices

07/17/2024

Apollo Funds to Acquire The Travel Corporation

TTC comprised of 18 Leading Brands Including Trafalgar and Uniworld

07/17/2024

CI Global Asset Management Expands Lineup of Global Fixed-Income Mutual Funds and ETF Series Mandates

Highly rated CI Global Unconstrained Bond Fund now available in ETF series

07/17/2024

Integrated Partners Leverages Wealth.com Expanding Access to Next-Gen Digital Estate Planning Tools

Integrated advisors can now leverage a one-stop platform for clients’ estate planning needs

07/16/2024

TD ranks as a top-scorer and is recognized as a "Best Place to Work for Disability Inclusion" in Canada

TD earns top score of 100 on 2024 Disability Equality Index®, reinforcing the Bank's decades-long commitment to the advancement of diversity, equity, and inclusion.

07/16/2024

Eastern Bankshares, Inc. Announces Successful Merger With Cambridge Bancorp, And Names David Rosato New Chief Financial Officer

Eastern Bank Surpasses $25 Billion In Assets

07/16/2024

Bill Ackman tells investors his ‘notoriety’ will boost new fund

The closely followed investor had touted his more than 1mn followers on social media platform X in investor pitches

07/15/2024

BlackRock assets reach new high of $10.6tn

The world’s largest asset manager gathered almost $140bn of new money during the first half of 2024.

07/15/2024

Canadian business investment beats US, but more needed to boost living standards

Investment relative to economy size outperforms that south of the border

07/12/2024

State Street launches low-cost gold fund backed by ANZ Private

Gold has never gone away as a diversifying allocation of an investment portfolio

07/12/2024

Earned Wealth Announces $200 Million Capital Commitment to Redefine Financial Services for Healthcare Professionals

Summit Partners and Silversmith Capital Partners lead investment to accelerate expansion, beginning with the acquisition of industry leader Thomas Doll

07/11/2024

CW Advisors Accelerates Expansion with Acquisition of Cubic Asset Management

The deal adds over $700 million of AUM to CWA.

07/11/2024

Manulife Investment Management Closes Manulife Private Equity Partners II in partnership with AlpInvest

Globally, Manulife IM's private equity and credit platform has more than US$25 billion in assets under management focused on primary funds, equity co-investments, secondaries, senior credit and junior credit in North America and Asia middle markets.

07/11/2024

State Street Secures Mandate Win with Galapagos Capital

State Street will leverage its robust infrastructure and global capabilities to deliver these services, helping Galapagos Capital to optimize investment operations

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