02/09/2024
Now Is the Time to Rethink Portfolios
For individual investors, adding private investments to portfolios can be a game-changer.
Alternative Investments
02/09/2024
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.
02/08/2024
‘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.
02/08/2024
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
02/07/2024
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
02/06/2024
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.
02/05/2024
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
02/05/2024
Great wealth transfer is underway in US — to women
Unprecedented $30 trillion expected to shift into hands of women by end of decade
02/03/2024
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.
02/02/2024
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.
02/02/2024
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.
02/02/2024
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.
02/02/2024
Kestra Financial Wraps 2023 With Record Recruiting and $9.5 Billion in New Assets
Company expects to build on milestone-year with continued growth and expansion in 2024
02/01/2024
Freestone Capital Management Named Alternative Investment Firm of the Year by Wealth Solutions ...
Freestone was recognized as Alternative Investment Firm of the Year, an award given to the top three firms that provide a platform for helping financial advisors align alternative assets with their retail investor clients.
02/01/2024
Walter Global Asset Management partners with Madryn Asset Management
We are excited to embark on this next chapter of our growth and look forward to a long and prosperous relationship.
02/01/2024
Gold Demand to Hit Record With Central-Bank Buying, WGC Says
Insights into the Fed’s stance are due within hours, with the bank’s policymakers set to announce the result of their first meeting this year.
02/01/2024
State Street Corporation Announces Issuance of Preferred Stock
The underwriting syndicate also included BofA Securities, Inc., Deutsche Bank Securities Inc. and Goldman Sachs & Co. LLC, each acting as joint book-running managers.
01/31/2024
Chubb Reports Record Fourth Quarter Per Share Net Income
In the quarter, continuing the trend we experienced all year, commercial P&C rates and price increases across the majority of our global portfolio were strong and exceeded loss costs
01/31/2024
IQ-EQ enters strategic alliance with Artex for insurance solutions
Artex is the third largest insurance manager in the world
01/31/2024
Walter Global Asset Management partners with Madryn Asset Management and expands its presence in the United States
This investment expands Walter GAM’s presence in the United States