Managers of Wealth Americas

Fixed income shines as equities lose their luster

Franklin Templeton's Brendan Circle discusses his pivot to fixed income as higher rates signal the return to long-term historical trends

Do Clients Really Want Personalized Portfolios?

Clients rarely have well-defined ideas about what they want their portfolios to look like.

Gold prices slide as dollar rises on Fed rate hike expectations

Traders consider impact of US debt deal and outcome of next Fed meeting on gold prices

Connection Capital grows its management team

As Connection Capital’s new chief investment officer, Mowlem will be in charge of establishing and managing the company’s direct investment, co-investment, and alternative funds product lines.

HNWIs Show a Preference for Direct Investment in Real Estate

With the sector facing headwinds, HNWI enthusiasm for commercial real estate has dampened and what type of investments they prefer has shifted, according to WMRE exclusive research.

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

SS&C GlobeOp Hedge Fund Performance Index: April performance 0.32% Capital Movement Index: May net flows advance 0.16%

The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

US family offices look to alternative asset classes

Around a third of respondents (32%) said that they were seeing increased exposure to alternative asset classes in the Americas, which chimes with the first-hand experience of Ocorian’s Cayman team.

Core Asset Wealth Management Launches Specialized Private Equity Team

This strategic move aims to capitalize on the region's abundant mineral resources and emerging market potential.

Broadridge Consolidates Retirement Solutions Offerings Under Unified Name: Broadridge Retirement and Workplace

The new naming combines Matrix Financial Solutions and Fi360 Solutions under a single name

CI Global Asset Management Simplifies Investing with New Suite of Asset Allocation ETFs

The CI Asset Allocation ETFs generally invest in a blend of passive equity and fixed-income ETFs from CI GAM and external ETF providers, resulting in portfolios that are well diversified across geographic regions, asset classes and industry sectors.

The Mather Group Acquires Cincinnati Firm, Clear Perspectives Financial Planning

TMG has been recognized by a variety of business and financial publications for its growth and standing in the industry.

Acquisition of the remaining 49% stake in Payme

Following the acquisition of the minority share of Payme, TBC PLC has become the 100% shareholder of Payme.

State Street Partners with Diverse Firms to Underwrite $2 Billion of Senior Unsecured Debt

Offering reinforces State Street’s commitment to inclusion and diversity in the financial services industry

Cetera Financial Parent Company Names Former Fidelity Executive Mike Durbin CEO

Adam Antoniades will remain CEO at Cetera Financial Group.

Prime Capital Investment Advisors Adds Goldman Sachs as Custodian

After growing nearly 800% in five years, PCIA plans to move about $1 billion in client assets to Goldman Sachs to improve custodial services and access.

Risk Strategies acquires Florida insurance agency

The terms of the deal were not disclosed.

Asset management plunge calls for a business model rethink

Global assets under management dropped by 10% in 2022, according to BCG’s global asset management industry report.

BNY Mellon Investment Management Launches the BNY Mellon Women's Opportunities ETF and BNY Mellon Innovators ETF

This addition to our growing suite of ETFs provides investors with access to Newton's deep experience in thematic investing

Bill Ackman's Pershing Square reveals new Alphabet stake of 10.3 million shares

The Hilton position fell to 9.3 million shares from 10.0 million shares, while the Lowes position declined to 10.0 million shares from 10.4 million.

Alternative Investments