Managers of Wealth Americas

Prime Capital Investment Advisors Partners With Female-led Crossvault Capital Management

Crossvault joins forces with Prime Capital adding $440M in AUM

Arthur J. Gallagher & Co. Acquires Erimus Group Limited

"We are delighted to welcome the Erimus team to Gallagher. This business is a great fit with our UK retail operations and provides us with a fantastic opportunity to expand our regional presence in England,"

Guardian Capital picks 60% stake in Rae & Lipskie Investment Counsel

“This transaction will add over $1bn in assets under management to our Private Wealth segment and further extend our regional coverage in key markets.”

Manhattan Homebuyer's ‘Fear of Missing Out’ Starts to Dissipate

While Manhattan sales typically slow during the summer, market veterans believe they’re seeing more than just a normal seasonal shift.

Florida’s insurance market nears collapse, says Triple-I

The 2020 and 2021 cumulative net underwriting losses for Florida’s homeowners insurers totalled more than $1 billion each year.

Infinity Investment Group and A9 Family Office Launch $250 Million U.S. Real Estate Investment Fund

Fund Targets Development and Value-Add Class A, B, and C Multifamily Properties with Significant Return Potential and Tokenized Exits

BofA invests in iCapital

"iCapital and Bank of America share the belief that alternative investments are an important component of a well-diversified portfolio

Apollo partners with Hostplus to launch $1.25 billion Asia Pacific Credit Strategy

Multi-sector, yield-focused mandate leverages Apollo’s origination and credit expertise in APAC Region

The next refi boom won’t be mortgages

Many bankers are reporting that public-fund treasurers are running the numbers to close out old contracts

Insigneo adds two new members to investment committee

Watson has been with Insigneo and its predecessor firm GIS for 17 years and was named Insigneo’s head of trading and sales in 2020.

Brookfield Raises Record $15 Billion For Inaugural Global Transition Fund

Largest private fund ever raised to support the transition to net zero

KKR Partners with Veteran CEO to Pursue Acquisition Opportunities in the Americas

Mr. Silvernail will be spending a portion of his time advising on investments for KKR Ascendant

Hub International Boosts Retirement and Wealth Advisory Services

Michael Finnell, President of Heritage Wealth Management Group, and the Heritage Wealth Management Group team will join Hub HDH.

Fidelity building alternatives unit to meet demand for diversification

Investment launch dates for the mutual funds and all of the unit's new strategies have not been set.

CIBC forecasts higher profits as CEO Victor Dodig pitches bank’s transformation

The bank also increased its target for adjusted return-on-equity to 16 per cent from 15 per cent.

AIG Named to The Civic 50 List by Points of Light

Prestigious List Recognizes the 50 Most Community-Minded Companies in the United States

Voya Financial announces definitive agreement with Allianz Global Investors

This transaction fully aligns with our company’s focus on growth and delivering greater value for all of our stakeholders

JPMorgan Converts Enhanced Equity Fund Into ETF

The fund’s managers may modestly overweight equity securities that they consider undervalued while modestly underweighting or not holding equity securities that appear overvalued.

BlackRock investors take voting power amid scrutiny of asset managers

US Senate hearing this week will focus on outsized voting power of index tracking funds

Serial investor Kudu takes stake in $5.4bn EM boutique

Gramercy Funds Management, which is based in Greenwich, Connecticut, has about $5.4bn in assets under management.

Alternative Investments