Managers of Wealth Americas

Skydance Media Announces $400 Million Strategic Investment Round Led by KKR and the Ellison Family

Opportunistic, Growth-Focused Raise Sets Valuation at Over $4 Billion

Apollo Strengthens Asia Pacific Footprint with New Office in Mumbai

CEO Marc Rowan Participated in a Ribbon Cutting Ceremony to Commemorate the Opening

State Street Global Advisors and Barclays Quantitative Portfolio Strategy Announce Collaboration on Active Systematic Fixed Income Strategies

Over the past decade, fixed income securities have traded more efficiently and with greater liquidity

Principal Financial Group strengthens commitment to global asset management

Principal Asset Management has been working to unify and strengthen its investment teams, processes, distribution model, and products

BMS offsets backdated GHG emissions

BMS will continue to implement measures which reduce and then offset future emissions, and at all times explore ways of increasing the use of renewable energy and sustainability practices

Linqto Launches Linqto Wealth Platform for Advisors

Simplifying Access to Private Market Investments for RIAs and Wealth Managers

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

FundGuard’s capabilities will ultimately be implemented by State Street for its Alpha clients that offer mutual funds and ETFs, alternatives, insurance, and pensions.

Cambridge Bancorp Announces Completion of Merger with Northmark Bank

Combined company creates an estimated $5.6 billion banking franchise and expands presence in attractive markets

Revelatory Research Identifies Roadmap to Unlock Women’s Wealth

Research Shows Women are an Untapped Source of Funding for Startups and Can Lead to a Stronger and More Equitable Economy

Azzad Asset Management named again to CNBC FA 100

Being named to the CNBC FA 100 list is an important recognition of Azzad's work.

CIBC closes three investment deals focused on addressing the racial wealth gap and continues strong partnership with YearUp

The fund is designed to pool the resources of investors to provide backstops for liquidity and net worth requirement

Institutions turn to hedge funds of funds to diversify

Investors seek better returns, less correlation to equities and bonds

KKR's Henry Mcvey Says we have entered a pivotal period for endownment and fountation CIOS

New Macro Report Based on Proprietary Survey Highlights the Potential Need for a New Approach to Asset Allocation and Business Development

Asset managers turn to alts in bid to stand out, fight fee compression

Some firms are keeping new strategies in-house for wealthy clients

BNY Mellon to Provide Fully Integrated Operating Platform for Aviva Investors

This provides Aviva Investors with an improved ability to focus on core investment and client-related activities.

EP Wealth Advisors® Acquires Minot Wealth Management

Acquisition establishes EP’s presence on the East Coast, marks a significant milestone in the firm’s national expansion

Advisor360°’s Newest Platform Upgrades Make the Financial Planning Process Easier

Enhancements to Goals, Proposals, Model Management & Rebalancing, Dependent Workflows, and Documents Help Advisors Keep Financial Plans on Track

As Alternatives Reach Portfolio Limits for Institutional Investors and the Ultra- Wealthy, Blackstone Courts the Barely Rich

But first, it must schmooze skeptical financial advisers.

HarbourVest Partners Closes Fund XII, at Over $3.0 Billion

Led by Ryan Gunther and Amanda Outerbridge, Managing Directors, HarbourVest Partners is an independent, global private markets firm with 40 years of experience and more than $100 billion of assets under management as of June 30, 2022

Lincoln Financial Group and Modern Life partner to accelerate digital transformation in life insurance

Partnership leverages Lincoln’s leadership in product and distribution with Modern Life’s technology and digital brokerage expertise

Alternative Investments