Managers of Wealth Americas

Allspring adds global equity fund to climate transition suite

The main change is the introduction of a formal net-zero 2050 target.

Finfluencers loom large in world of ETFs

Asset managers are keen to increase brand awareness but recent enforcement action highlights difficulties

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

TAMP now has over 280 strategies from 46 asset managers

CI Financial Reports Total Assets of $467.9 Billion for April 2024

All financial amounts in Canadian dollars unless stated otherwise.

Churchill Asset Management and Dawson Partners Complete $425 Million Structured Liquidity Solution Transaction

The structure provides Dawson vehicles with downside protection and upside participation, and Churchill investors with immediate liquidity and future upside potential.

Goldman Sachs Seeks Private Equity Credit Lines Growth

The move comes as part of its efforts to fill the void left by the turmoil seen at regional banks last year, and the collapse and subsequent sale of Credit Suisse to UBS.

Baker Tilly Strengthens Bay Area Presence with Seiler Acquisition

Strategic combination underscores commitment to serving family offices and ultra-high-net-worth clients, positioning Baker Tilly as a Top 5 firm in the Bay Area

UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans

The company's investment staff will join GSAM, following one of the largest OCIO mandates to date.

Money managers adding execs to exploit new opportunities in insurance

As of March 31, Blackstone’s credit and insurance AUM totaled $329.6 billion, of which insurance comprises over $200 billion.

Goldman Sachs Asset Management Appointed Outsourced Chief Investment Officer for UPS's $43.4 Billion North American Pension Portfolios

The mandate affirms Goldman Sachs’ position as the largest OCIO manager in the US, with over $325 billion in OCIO assets under supervision globally.

Gregory FCA Acquires BackBay Communications to Forge a Powerhouse in Financial Services Strategic Communications

Combined Firm Is Now 6th Largest U.S. Financial Services PR Agency and 36th Overall

State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”

State Street Corporation announced a cash dividend on each of the below outstanding series

Alternative Investments

Allspring adds global equity fund to climate transition suite

Finfluencers loom large in world of ETFs

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

CI Financial Reports Total Assets of $467.9 Billion for April 2024

Churchill Asset Management and Dawson Partners Complete $425 Million Structured Liquidity Solution Transaction

Goldman Sachs Seeks Private Equity Credit Lines Growth

Baker Tilly Strengthens Bay Area Presence with Seiler Acquisition

UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans

Money managers adding execs to exploit new opportunities in insurance

Goldman Sachs Asset Management Appointed Outsourced Chief Investment Officer for UPS's $43.4 Billion North American Pension Portfolios

Gregory FCA Acquires BackBay Communications to Forge a Powerhouse in Financial Services Strategic Communications

State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”

The Impact of Current Trends on Investment Firm Risk Management

Consider portfolio hedges amid macro uncertainty

Michael Saylor Predicts Pension Funds Will Need Some Bitcoin

Greenside Capital Advisors Launches as Investment Banking Firm

NCM Asset Management Ltd. Announces Results of Special Meeting of Securityholders

Gen II Announces The Rebranding of its Portal to Sensr Portal

Bridgewater’s new CEO says hedge fund must be ‘rewired’ following Ray Dalio’s exit

$585M Wells Fargo Team Jumps to DayMark Wealth Partners