Managers of Wealth Americas

Research Management Systems (RMS): Key Considerations for Fixed Income Investment Managers

Compared to Equity, Fixed Income has a much larger investible universe, with complex instruments that vary in quality and liquidity.

TD Direct Investing launches fractional trading for Canadian investors

Make the most of your money with partial shares from TD Direct Investing

Vistra completes acquisition of Phoenix American Financial Services

Simon Webster, CEO of Vistra Group, stated: “Vistra’s vision is to make operating globally borderless and frictionless.

Robinhood's second quarter to benefit from meme stock revival, crypto trading

The company's popularity is immortalized in the retail trading saga of 2021,

Carlyle sells Cogentrix Energy to Quantum Capital in $3bn deal

This is an opportunistic purchase, and we plan to support the growth of the business.

Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.

In particular, the move will enhance Vistra’s fund administration services to include an industry leading transfer agent solution and further deepen its private market capabilities.

PE still dominates institutional investor mandates in H1

The California Public Employees’ Retirement System, which reported $8.6 billion in second-quarter mandates, accounted for much of June’s activity.

K1 Announces Strategic Growth Investment in AI-Powered Board Management Software Platform, Board Intelligence

Partnership with K1 to drive the next phase of growth for Board Intelligence, enhancing its leading board collaboration platform for clients worldwide

How US markets are feeling impact of plunging global markets

U.S. stocks opened lower after global markets plunged overnight over worry about the health of the U.S. economy.

Apollo Reports Second Quarter 2024 Results

The business produced record levels of quarterly debt origination, gross capital deployment, and third-party fundraising excluding flagship private equity.

CI Global Asset Management Announces Enhancements to Smart Switch DCA™, Its Dollar Cost Averaging Program

Dollar cost averaging involves investing a fixed amount at regular intervals

AIG Reports Exceptional Second Quarter 2024 Results

The repositioning of our underwriting portfolio has enabled us to deliver high-quality growth

Ackman's Pershing Square fund sets $2 billion target for US IPO

Banks including Citigroup Global Markets, UBS Securities, BofA Securities and Jefferies have been granted an option to purchase an additional 6 million shares at the IPO price.

Daffy Launches Custom Portfolios

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

Goldman Sachs Alternatives and Blackstone assist L’Occitane International

Blackstone and Goldman Sachs Alternatives wrap up their investment to help the privatisation of L'Occitane International S.A.

Why regional banks are now willing to take billions in losses

Regional banks that announced bond sales in recent weeks include Pittsburgh-based PNC Financial Services Group and Charlotte-based Truist (TFC)

Goldman Sachs Predicts up to 165% Surge for These 2 ‘Strong Buy’ Stocks

Most prominent among those factors is the slowing rate of inflation.

KKR to purchase Instructure Holdings for $4.8bn

KKR will pay $4.8bn to buy Instructure Holdings.

Manulife Investment Management Sees Attractive Opportunities Outside the US Amid Anticipated Global Rate-Cutting Cycle

Inflation is expected to align with the Fed's targets, while employment is not anticipated to exert upward pressure on services inflation.

Lazard’s record Q2 came with 50 new faces and heavy pay cuts

The bank’s second quarter results seem to have given some legitimacy to Orszag’s strategy, but it’s probably not made anyone at the bank particularly happy in the process.

Alternative Investments