Managers of Wealth Americas

Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast

The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast

Can smaller trusts survive without consolidation?

The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds

Capchase and BBVA Spark form partnership

This process speeds up decision-making and ensures that financing aligns effectively with the needs of companies.

Can smaller trusts survive without consolidation?

The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale fund

Divcon Controls Announces Investment from Goldman Sachs Alternatives

The integration of system controls and building automation systems also optimizes the energy used to cool data center facilities by increasing equipment efficiency.

Lester Asset Management Announces the Launch of Canada's First Biodiversity Fund

The environment is an area we have a deep understanding of having made strong returns for our clients for over 15 years

Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team

For 30 years, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience

CI Global Asset Management Expands Alternative Funds Lineup with Launch of CI Auspice Alternative Diversified Corporate Class

Fund aims to deliver crisis alpha, inflation protection

Evertas Named 2023 Bloccelerate Portfolio MVP

Evertas insures seven of the world’s top-ten Bitcoin mining operations and many top custodians of crypto assets globally

Family office CIOs pivot towards alternatives: KKR’s Henry McVey

These CIOs plan to increase their exposure to alternative investments in 2024, bucking the prevailing market trend.

Prospera adds $650M AUM firm in Redlands, California

A California-based firm of four financial advisors managing $650 million in client assets has joined the Prospera Financial Services network.

Jefferies Stops Coverage on Paytm Until Regulatory Issues Ease

Paytm has seen its shares lose more than half of their value since the banking regulator’s surprise clampdown amid concerns over the continuity of its business model.

Expect more real estate investment trust mergers as the age of the ‘big box behemoth’ dawns

Last year, CT Property was acquired by Londonmetric and Ediston Property Investment Company agreed to sell its entire portfolio to the US real estate giant Realty Income.

What's Driving Gold's Performance in 2024

All eyes are on the Federal Reserve and the timing of rate cuts.

Capital One to Buy Discover Financial in $35.3 Billion All-Stock Deal

This acquisition adds scale and investment, enabling the Discover network to be more competitive with the largest payments networks

Record-breaking year for Pension Risk Transfer market in 2023: Legal & General

In the UK, approximately £50 billion of pension liabilities were secured with insurers, showcasing a significant uptick in activity.

MGA Sertis expands into an additional 32 U.S. states

The firm’s multifamily insurance products are now available in 32 states, with full national expansion set to be completed by 2026.

Canada Life Re reports record earnings for 2023

Capital and Risk Solutions’ net earnings for Q4 2023 were $215 million, compared to the $3 million reported in the same period last year.

Curio Wealth Advisors Launches Financial Advisory Firm

Wealth Management Company Announces Exciting New Launch

LPL to acquire Atria Wealth Solutions for $805M plus earn-outs

LPL is planning for expenses between $1.105 billion and $1.385 billion and additional earnings of $140 million per year from the deal.

Alternative Investments