Managers of Wealth Americas

Goldman and Kirkland & Ellis halts new business with oligarch-linked firm

At least four-fifths of Pamplona Capital Management’s funds come from Mikhail Fridman’s LetterOne

Fund houses buy up ‘alts’ specialists to move beyond equities and bonds

Asset managers add private strategies to grab share of market worth $15tn and growing

Pimco touts ‘anti-Goldilocks’ market and shuns riskier bets

Fund giant warns that combination of sputtering growth, volatility and post-pandemic demand could create challenging scenario.

Forum Equity Partners acquires Relevance to boost asset management business

Established in 1996, Forum operates across North America with focus on private equity, real estate and infrastructure

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Sullivan works with a variety of high-net-worth clients, including small-business owners, entrepreneurs and physicians.

Blackstone Plans Fund for People With Millions Not Billions

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops

LPL Financial Advisors Named to Barron’s 2022 List of Top Financial Advisors in America

“On behalf of the LPL community, I’d like to congratulate each one of these advisors and their firms on this prestigious recognition,”

Social Responsibility Initiatives Taking Hold In For-Profit And Nonprofit Organizations, PNC Survey Shows

"Organizations recognize that not only is this good business and critical for continued growth, but it is also the right thing to do."

Inflation is eating into investment returns

But over the past year bonds have been down, and the declines first seen in small-cap growth stocks have begun to spread to larger stocks.

BCLP advises Stonebridge Companies in investment transaction with TowerBrook

The group holds franchise licenses with Hilton Worldwide, Marriott International, Hyatt and InterContinental Hotel Group.

Trends in Venture Capital and Growth

Labour shortages are feeding into the 2022 inflation narrative as are current supply chain disruptions that have been causing sleepless nights for logisticians,

Manmade problems behind meltdown of Florida’s insurance market

Straight out of Florida’s legislative session, the three senior policy experts provided an “insider’s” look at what happened, what did not, and what remains to be done.

AllianceBernstein to Acquire Global Private Alternatives Manager CarVal Investors

CarVal's senior leadership team will continue to lead the firm.

Chilton Trust Expands Florida Footprint with New Office in Naples

Wealth manager builds upon its Florida heritage with latest expansion

Hedge Funds in Periods of Market Drawdowns

Dig deeper into how hedge funds have performed versus the global equity markets since the turn of the century.

William Blair Investment Management Introduces Mid Cap Value Fund

The new fund is managed by Mr. Fleming and Mr. Heaphy, supported by a team of research analysts, associates, and traders, with an average of 23 years industry experience and more than 13 years working together.

A Look at One Multifamily Fund Manager’s Strategy Focusing on Latino Communities

Florida’s Eagle Property Capital has acquired, repositioned and managed close to 9,000 apartments in diverse neighborhoods.

Stellar Development Foundation launches $30 million blockchain fund for startups

Co-investors in Trace include HOF Capital and Circle Ventures.

Unique Financial buys Watford-based firm

This acquisition is a significant development for Unique Financial as it brings us one step closer to achieving our long-term growth ambitions

Ukraine invasion pushes global growth expectations to 2008 era lows

For context, this is the highest level since April 2020 and above what was seen during the global financial crisis.

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