Managers of Wealth Americas

Apollo Funds Complete Acquisition of Stream Data Centers

SDC Positioned to Accelerate Development Across Multi-Gigawatt Hyperscale Pipeline with Apollo Funds’ Capital and Strategic Support

State Street Investment Management Makes Strategic Investment in Coller Capital

This relationship aims to broaden both firms’ reach and unlock new opportunities in the rapidly growing private capital secondaries market

Four Pillars Investment Management Joins Osaic from Commonwealth with $143 Million in Client Assets

Florida advisory team transitions to leverage Osaic’s platform, technology and growth resources

European Managers Say They Will Continue to Tap Institutional Opportunities in the U.S.

An II survey found that private credit and direct lending are top priorities for the next year.

Morgan Stanley to acquire private shares platform EquityZen

The acquisition is intended to strengthen Morgan Stanley’s range of services available to private companies and their stakeholders.

Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios

Capital Group’s suite of ETF, mutual fund and SMA model solutions will now be available with Vestmark’s tax-overlay

KDP Discusses Strategy, Leadership and Financing for Upcoming Transformational Transactions

Announces capital-efficient $7 billion strategic investment co-led by Apollo and KKR to reduce projected net leverage at acquisition close; sets targeted capital structure for each company at separation

Stifel sells non-core broker-dealer in latest move away from independent brokers

The buyer, Equitable, is looking to grow right now.

CIBC achieves top rating by advisors for the 10th year in a row on the 2025 Investment Executive Report Card on Banks

This year, CIBC's average overall Investment Executive rating is 9.3 and achieved a Net Promoter Score of 98.0.

Chubb’s Greenberg says ‘we act like we’re chased every day’

The company’s Bermuda operations form part of its global reinsurance and speciality platform, which he said continues to benefit from the group’s focus on diversified, profitable growth.

Raymond James initiates Neptune Insurance stock with Outperform rating

Raymond James highlighted Neptune’s potential to grow selectively as a leader in the private flood insurance market, supported by the company’s AI-driven underwriting tools.

Impact Cubed and iH2 Advisors & Company Partner to Deliver Sustainable Finance Investment Strategies through inCadense Platform

Strategic collaboration expands global access to sustainable finance solutions through managed account technology.

MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client

Acquisition adds $245 million in AUM as the firm continues its strategic growth trajectory

Treasury Prime Joins U.S. Bank Connected Partnership Network to Expand Access to Embedded Banking Technology

Partnership strengthens Treasury Prime’s industry-leading bank network, bringing powerful subledger and AI reconciliation tools to treasury clients

BMO First North American Bank to Issue Labelled Indigenous Bond in Support of Indigenous-Owned Businesses and Indigenous Communities

Proceeds from the offering will be allocated toward Indigenous-owned enterprises and Indigenous communities, as outlined in BMO's Sustainable Bond Framework (the "Framework").

Alternative Investments