Managers of Wealth Americas

Sensiba San Filippo acquires Oregon-based SGA CPAs & Consultants

“Merging with a larger firm will afford increased opportunities for our clients and staff, allowing access to resources and specialists beyond our current capacity,”

EisnerAmper buys Silicon Valley-based Consulting Group

The New York-headquartered firm will expand its US office count to 16.

Velocity Risk MGA majority stake sold to Oaktree by Nephila

Now, Velocity Risk provides insurance coverage to customers in many of the most catastrophe-exposed areas of the United States.

Simplify Asset Management’s Innovative Lineup of Exchange-traded Funds Passes the $1 Billion Asset Threshold

In just over a year, firm has debuted numerous first-of-their-kind ETF offerings, solving major portfolio challenges for advisors and investors

Record year will be tough act to follow in 2022

Exchange-traded products set to bring in 75% more than the prior high-water mark

Taking a closer look at Canadian ETFs' record-breaking year

The growth-value matchup, inflation preparations, and the hunt for yield are just some trends that have defined 2021

CIBC Asset Management announces estimated 2021 annual reinvested capital gains distributions for CIBC ETFs and ETF Series

The annual capital gains distributions will be reinvested in additional units of the CIBC ETF or ETF Series.

SS&C takes stake in Equiniti and AST

The combination of Equiniti and AST's businesses expects to create a leading international provider of mission-critical shareholder and other complex regulatory technology to meet the evolving needs of its customers, employees, and other stakeholders

Compass Group hires $1tn custody giant to service LatAm funds

‘We are delighted to be appointed by Compass Group to act as a single-source provider of tailored solutions which meet the specific needs of their varied fund structures and investment strategies.’

Global Equity Outlook: Increased volatility with continued US outperformance

Slightly lower returns

Athene to Acquire Petros PACE Finance

Since 2016, Petros PACE Finance has originated over $700 million in long-term, fixed-rate financing for energy efficiency, water efficiency, renewable energy and resiliency projects.

Ares Management Corporation Raises $2.2 Billion of Climate Infrastructure Capital

Final Fund Closing and Related Vehicles Reinforce Ares’ Commitment to Accelerating the Transition to a Low Carbon Economy

Morgan Stanley Capital Partners Completes Sale of 24 Seven to New Continuation Investment Vehicle

“We are proud to have partnered with Anthony Donnarumma, Celeste Gudas and the 24 Seven team through this chapter, ultimately transforming 24 Seven into the industry leading provider of digital marketing and creative talent,”

Arthur J. Gallagher & Co. Acquires Richied & Associates

"Richied & Associates is a well-known insurance agency that expands our retail property/casualty capabilities in the state of Nevada and offers us strong cross-selling opportunities,"

Sterling Capital announces new Diverse Multi-Manager Active ETF with $100 million commitment from Truist

Nautic Partners Announces Strategic Investment from Blackstone GP Stakes

Nautic recently closed on the firm’s tenth private equity fund at a hard cap of $3.0 billion with strong support from both existing and new institutional investors.

Securian Financial Subsidiary Acquiring Sun Life’s Association, Affinity and Group Creditor Business in Canada

Acquisition is fourth in Canada since 2017

JPMorgan, Nuveen acquire 50% interests in One George Street for US$472m each

CICT's proceeds were 50 per cent of the consideration of a greater move by OGS LLP to divest its whole stake in One George Street to SG OGS, a private limited company, for S$1.28 billion, or about S$2,875 per square foot.

Multifamily Assets in Emerging Markets Are a Lucrative Investment Opportunity

The key is finding the right assets now, before pricing catches up with demand levels.

Prospera Financial Adds $1.4 Billion Firm Dorsey & Company

The New Orleans-based broker-dealer and RIA will come onboard as an office of supervisory jurisdiction and retain its brand when joining with the Dallas-based Prospera.

Alternative Investments