Managers of Wealth Americas

CI Financial Reports Financial Results for the Third Quarter of 2022

All financial amounts in Canadian dollars at September 30, 2022, unless stated otherwise. Financial amounts for the quarter are unaudited.

Alternative Credit Managers Launch ESG Integrated Disclosure Tool

Standardised template to drive enhanced transparency and accountability

Hamilton Reserve Bank Partners with Rosenblatt Global Advisors LLC to Offer Tailored Investment Solutions

Through a co-branding arrangement, Hamilton Reserve Bank’s large and rapidly expanding global customer base will access Rosenblatt’s broad and deep investment capabilities and decades of institutional excellence

SS&C Announces 2H2022 SS&C Advent Product Updates

We will continue innovating to bring new solutions and ideas to the market, looking to solve tomorrow's problems.

KCA Wealth Management Expands Financial and Retirement Planning Resources

The firm, which is Central Pennsylvania's only three-time award-winning team for three years in a row*, adds investment committee, tax planning services and more

‘We are heading toward a golden age for alternatives’

But AIMA Canada admits less then 20% of advisors have portfolio exposure

CalPERS puts $500m into IDR Core Property Index Fund

CalPERS also disclosed in the meeting document that it made a $673m commitment to the DW Life Sciences Partners account.

Aliph Capital appoints Apex Group for fund services

Apex Group will deliver timely, accurate and independent Fund Administration services to Aliph Capital, providing financial information, multi-currency transaction processing and flexible valuation periods.

Blackford Capital's Jeffrey Johnson Named a 2022 Notable Money Manager by Crain's Detroit Business

The Crain's Detroit Business Notable Money Managers Award honors executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and relate

Beyond Capital Ventures Announces Strategic New Investor: Shah Capital Partners

Globally Focused Family Office Deploys Meaningful Capital in Strong Fund Managers and Partners Closely as an Active Co-Investor

SageSpring Wealth Partners Announces Official Launch of New Brand and Website

The national wealth advisory firm formerly known as Southwestern Investment Group is now SageSpring Wealth Partners.

ZEDRA confirms acquisition of Curaçao and US based Atlas Fund Services

ZEDRA has an established presence in the fund services industry

48% of Millennials and Gen Z’ers are investing for retirement through this account — and no, it’s not a 401(k) or IRA

A Charles Schwab report indicates that Millennials and Gen Z’ers are investing in HSA accounts.

Alera Group Wealth Services Acquires Benson Blackburn

The acquisition continues Alera Group Wealth Services' strategic effort to expand by finding firms serving well-defined niches and embracing a wide range of advisor business models.

Arthur J. Gallagher & Co. Acquires Doyle Mahon Insurances

Founded in 2009, Doyle Mahon Insurances is a retail insurance broker providing commercial and agricultural solutions to clients throughout Ireland.

Eric Sturdza Investments launches Strategic Long Short Fund

The Strategic Long Short Fund is a UCITS-compatible fund and classified as an article 8 Fund under the SFDR.

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology

Cambridge Trust Commits up to $30 Million to Finance Affordable Housing with New Hampshire Housing

As part of the three-year agreement, Cambridge Trust will provide New Hampshire Housing with funds to finance the construction of rental housing

Apollo Reports Third Quarter 2022 Results

Apollo issued a full detailed presentation of its third quarter ended September 30, 2022 results

TD Asset Management Launches New Alternative Mutual Fund

The new TD Alternative Risk Focused Pool offers investors a comprehensive, multi-asset investment solution featuring enhanced diversification to help manage performance across market conditions

Alternative Investments