Managers of Wealth Americas

Axis Capital launches new specialty unit in Canada

The company said the expansion into EIL in Canada is supported by the existing Environmental team that is well established within AXIS in the US.

Waverly Advisors Acquires McShane Partners

Waverly expands into Charlotte, North Carolina

Fund and loan administration services for a leading private debt manager

Their investor base spans across EMEA, Asia and North America with over $10bn in AUM.

State Street Earns MLT’s Hispanic Equity at Work Bronze Certification and Black Equity at Work Bronze Recertification

MLT has worked with and supported employers in their journey toward racial equity

Lancashire launches US subsidiary

Lancashore announced last August that it would open a US subsidiary

Savvy Investors Are Capitalizing on Prime Real Estate Opportunities

The USA accounts for 32% of the world’s total wealth and 37% of the world’s millionaires.

Steward Partners builds over $1bn in new client assets

Steward Partners is set to commence 2024 with over $1bn in new client assets.

EP Wealth Buys $1.2B California Group

The firm serves clients in San Luis Obispo and other areas in the Golden State.

$435m ex-Truist team launches practice with LPL

The two advisors formed MG Partners Private Wealth, based in Hickory, N.C.

Generali Completes Acquisition of Conning

Conning and its Affiliates will continue to execute their growth strategies

William Blair Baltimore Wealth Management Team Investing in the Success of Students

Like managing a client’s financial investments based on longevity, the Baltimore team also believes there are major benefits to investing in students' long-term futures.

Team with shared mindset launches new RIA with tru Independence

Four advisors start their new venture in Indianapolis.

Manulife Investment Management Completes Acquisition of CQS

The acquisition accelerates growth for the firm and advances its strategy as a leading global wealth and asset manager providing income solutions across the credit spectrum to retail, institutional and retirement investors.

Traders storm out over paltry bonuses. 27-year-old JPMorgan analyst caught in deadly door nightmare

The last few years have seen some extraordinary conditions in the oil trading market, with some traders making eight figures.

AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment

Executes AlTi’s strategy to expand scale and reach of its ultra-high-net-worth (“UHNW”) wealth management and strategic alternatives business in existing and new markets.

Kennedy Lewis Investment Management Announces Strategic Investment from Petershill at Goldman Sachs Asset Management

The investment from Petershill will have no impact on Kennedy Lewis’ investment process, management, or day-to-day operations.

Here Are the Finalists for the 2024 Hedge Fund Industry Awards

Winners will be honored at a special event as part of II Week in Newport, Rhode Island.

GoldenTree Asset Management Announces $1.3 Billion in Commitments for Third CLO Equity Fund

GoldenTree issued its first CBO in 2000

The bullish case for this asset class is building, and big investors are AWOL

Ahead of that, the S&P 500 SPX closed out the first quarter of the year with a 22nd record high.

Ashton Thomas picks up $300M team from WealthSource

It's the second new team to join the firm in the past month.

Alternative Investments