Managers of Wealth Americas

Chubb Reports First Quarter Per Share Net Income

Book value was unfavorably impacted by after-tax net realized and unrealized losses of $622 million in the company's investment portfolio, principally due to the mark-to-market impact in the fixed-income portfolio.

Gen II Expands Presence in the Southeastern United States with New Florida Office

Global fund administrator grows footprint with latest office opening

Workaholic ex-Apollo boss is doing some heavy hiring for his new platform

At least six more junior investment professionals have also joined 26North in the past few months, including from banks like Morgan Stanley.

Global energy transition will require $4 trillion annually by next decade, BlackRock says

Funds will require policy support and partnerships between governments and the private sector.

JTC To Acquire First Republic Trust Company Of Delaware

Post-completion of the acquisition, FRTC-DE will become part of JTC’s Private Client Services division.

Investors have ways to add durable yield to their portfolios

Active and diversified exposure to fixed income.

TD Bank Group Announces Election of Directors

The detailed results of the vote for the election of directors held at its Annual and Special Meeting of Common Shareholders earlier today are set out below.

Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

FalconPoint Partners Launches as New Private Equity Firm to Invest in Business Services and Industrials Companies

Firm to Leverage Partnership Orientation and Relationship-Driven Sourcing Strategy to Identify and Elevate Businesses That Serve an Essential Role in Their Markets

Private Equity Managers Urged to Adjust Value Creation Approach

McKinsey analysts have identified two key principles for PE buyout managers to maximize operational value creation

Why big banks and pension giants are likely breathing easier after the Liberal budget

Bank of America's FICC hiring gave it its best quarter in years, barely

The bank credited this to a strong performance in derivatives, which it was hiring strongly in earlier this year, also across EMEA.

Dynasty Financial helps $550M Merrill team go independent

Six advisors break away from the wirehouse to launch a firm in Alabama.

BCG Delivers 20th Consecutive Year of Growth

Worldwide Revenue Reached Record $12.3 Billion in 2023

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

With growing advisor appetite for private credit investment opportunities, Bain Capital Credit partners with iCapital to create bespoke Bain Capital platform

Jack Henry signs United Bank

United Bank needed a well-rounded and open technology provider to meet the needs of retail and small business customers and improve its lending and CFDI reporting.

CapIntel Renews Partnership with IG Wealth Management

Continued partnership will enable IG Wealth Management advisors to deliver exceptional client value

Sound Income Group Founder, CEO David Scranton to Speak at Wealth Management EDGE

Wealth Management EDGE brings together three industry-leading brands

FLX Networks Partners with GK3 Capital to Provide Premier Digital Sales and Marketing for Asset Managers and Wealth Management Firms

Collaborative venture sets a new standard for digital-first sales and marketing, revolutionizing engagement for the financial industry

Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial

Partnership gives Kinecta Wealth Management clients access to an impressive suite of solutions and services offered by Ameriprise Financial