Managers of Wealth Americas

Rudy Adolf’s Second Act

Adolf on his partnership with Andreessen Horowitz on E3Tech, aiming to consolidate plumbing and electrical firms using AI and M&A strategies he perfected in wealth management.

Future of Finance 2026: Time to Shift Gears?

Return on equity has risen sustainably above cost of capital across most markets, and price-to-book ratios have improved accordingly.

Wellington Management Acquires Hartford Funds from The Hartford

The transaction will transform a strategic partnership spanning more than 40 years into a single firm with greater scale, broader commercial reach, and enhanced long-term growth potential

Carlyle Completes Acquisition of Majority Stake in MAI Capital Management

Investment expands upon relationship formed in 2021, providing MAI with the resources and strategic backing to accelerate growth

RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital Partnership

Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience

Schonfeld plans Zurich hedge fund base

The firm has recruited former Millennium Management portfolio managers Yohan Hwang and Pierre Kling for the Swiss office.

Pathstone Expands Philadelphia Presence Through Combination with Mill Creek Capital

The addition of Mill Creek, which advises approximately $12 billion in assets, deepens Pathstone's regional presence and further strengthens Pathstone's talent pool, services and capabilities aimed at serving ultra-high-net-worth families, singl

Regions Institutional Services Named to NAPA Top Defined Contribution Advisor Teams List

Recognition reinforces Regions Bank’s work in providing 401(k) advisory solutions, fiduciary services and supporting the future of workplace retirement options.

Wells Fargo Advisors Breakaway to Launch RIA, Asset Manager With Dynasty

The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year.

IGM Financial Inc. Completes $400 Million Debenture Offering and is Issuing Notice to Redeem its 2027 Debentures

The debentures were offered on a best-efforts basis through a group of agents co-led by BMO Capital Markets, CIBC Capital Markets and Scotiabank.

Arax Welcomes Millares Asset Management

The team takes a holistic approach, creating a 360° view of clients’ financial positions to develop a deep personal understanding and tailor long-term investment plans to achieve their goals.

Trump Accounts investment app launches for children, backed by BNY and Robinhood

As a main partner of the program with BNY, Robinhood will be placed as millions of children’s first experience with investment.

Apex Service Partners and Alpine Investors Announce Strategic Minority Investment from Apollo Funds in Apex

The investmenApex Service Partners has announced that it has entered into a definitive agreement with funds managed by affiliates of Apollo ("Apollo Funds"), under which Apollo Funds will acquire a minority interest in Apex. Apollo Funds will

Royal London Asset Management Expands Relationship with SS&C to Service New Australian Funds

SS&C will provide its full suite of fund administration services to the funds, including fund accounting, unit pricing, transfer agency, valuation and tax/financial reporting.

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh

How to Recognize Alpha Potential in Active Equity Portfolios

In concentrated markets, it’s become increasingly difficult to outperform because portfolios that diverge too far from index weights in the US mega-caps pay a heavy performance penalty.

Probitas Canada to integrate Volante Canadian team

The combined team will place greater focus on Professional Lines, Construction and Auto, while building on existing strengths in Casualty, Cyber and Property.

Structured Income ETFs: Expanding Advisors’ Income Solutions

Equity-linked note ETFs provide diversified access to derivative-based income strategies

Private Credit Has Benchmarks. Now It Needs the Data to Back Them Up

As private credit institutionalizes, transparency must keep pace.

Global Captive Management expands to US domiciles

The company also received approval this week from South Carolina regulators to operate as an insurance manager.

Alternative Investments