Managers of Wealth Americas

Quilter Cheviot’s MPS adds new US small cap fund amid recent activity

We also continue to see good value in selective alternatives, particularly listed infrastructure.

Savant Wealth Management recognized with ranking

The market research firm evaluated over 30,000 RIA firms

Risk reducing strategies for HNW individuals to stay insured

This has left many high net worth properties and assets exposed and subject to heightened risks.

Morgan Stanley Expansion Capital invests $27.5m in Cover Whale

Morgan Stanley Expansion Capital signs a large investment sum in Cover Whale.

Waverly Advisors Acquires Derbend Asset Management

The merger marks Waverly’s 20th location in the U.S.

Conservative investor pulls JPMorgan resolution, cites changes addressing 'politicized finance'

JPMorgan's meeting was to include Proposal 11, a call for the bank to report on how the bank's policies impact employees "based on their religion (including religious views) or political views."

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

The Impact of Current Trends on Investment Firm Risk Management

In this article, discover how each of these trends—as well as a few others—can increase the level of risk investment firms face, and what appropriate insurance coverages your firm may need.

Consider portfolio hedges amid macro uncertainty

Gold typically acts as a haven asset, while oil can help insulate portfolios from certain risks.

Alternative Investments