Managers of Wealth Americas

2024: A Pivotal Juncture for US Managers

Jersey Finance sees several trends continuing evolving over the next 12 months.

Institutional investors may adopt severe steps after Columbia Banking System, Inc.'s latest 3.4% drop adds to a year losses

Often called “market movers", institutions wield significant power in influencing the price dynamics of any stock.

Morgan Stanley Heats Up Race to Mimic Vanguard’s Tax-Busting Funds

The firm is the latest to seek to replicate a fund structure employed solely by Vanguard Group that gave the Jack Bogle-founded juggernaut a tax-minimizing edge over the industry for two decades.

Now Is the Time to Rethink Portfolios

For individual investors, adding private investments to portfolios can be a game-changer.

Partners Capital Investment Group Announces Minority Investment from General Atlantic

For over 20 years, the Partners Capital team has developed state of the art portfolio construction based on proprietary intellectual property and established a deep set of asset manager partnerships.

‘Greatest real estate crisis since the financial crisis’: German bank alerts the market on exposure to commercial real estate

Lenders are taking increasing provisions on debt extended to property owners and developers as loans begin to sour after rising interest rates eroded the value of buildings around the world.

State Street Expands Fund Connect ETF APIs to Provide Global Coverage

Fund Connect ETF is a global online portal that facilitates the creation and redemption of ETFs

EP Wealth Advisors Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

Interested in expanding meaningful relationships, the deal adds experienced and trusted advisor Chad Parker to the firm as senior vice president

Global Outlook 2024: Leading views on the year’s key hedge fund trends

At the same time, default rates have started to increase and bond exchanges – which is another term for restructuring, but which does not formally count as a default –increased sharply in 2023.

ADGM Experiences Unprecedented Demand from Asset Managers During US Roadshow

ADGM participated in discussions with 40 hedge funds, private equity fund, and venture capital firms

Great wealth transfer is underway in US — to women

Unprecedented $30 trillion expected to shift into hands of women by end of decade

Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont

These will be the first Carson Wealth locations in both states, showcasing the firm's commitment to extending its reach and impact.

Why clients should stick with US stocks

Such strong performance has pushed US equity valuations into their top historical decile, meaning US stocks have been cheaper at least 90% of the time.

CBRE exec sees reasons to be optimistic about real estate

CBRE Investment Management has $150 billion in worldwide assets under management, about $33 billion of which is the Americas segment that Ingersoll oversees.

John Hancock Investment Management Files Initial Registration Statement for New High Yield ETF Subadvised by Marathon Asset Management

The ETF will be managed by Louis Hanover, Chief Investment Officer, and Michael Schlembach, Managing Director and Senior Portfolio Manager, Marathon Asset Management.

Alternative Investments