Managers of Wealth Americas

UBS Hedge Fund May Offer Clients Direct Access to China Strategy

The strategy has booked double-digit gains this year

BMO Harnesses AI Technology for Capital Markets Structured Note Pricing and Scenario Analysis

Structured notes are traditionally priced using slow numerical techniques that simulate an extremely large number of possible future states of the financial markets

Actively Managed Sector ETF Strategy Launched on NYSE

Seeks Capital Appreciation with a Goal to Generate Alpha Against Traditional U.S. Large Cap Benchmarks

Falcon Square Capital Added by the Federal Reserve Bank of New York as a Counterparty for the Secondary Market Corporate Credit Facility

Falcon Square Capital is honored to be added as an SMCCF counterparty by the New York Fed to participate in providing additional liquidity for bonds purchased through the secondary credit facility.

TD Bank Group Reports Third Quarter 2021 Results

Wholesale Banking reported net income of $330 million this quarter

Investor Confidence Jumps 8.9 Points in August to 110.1

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Lincoln Financial Group Adds New Globally Diversified Index to Flagship Fixed Indexed Annuity

Investors have added control to help mitigate loss and inflation while leveraging worldwide markets through Lincoln OptiBlend® with BlackRock Dynamic Allocation Index

State Street Announces that Collateral+ is Now Connected to DTCC’s Margin Transit Utility (MTU)

Firm continues to build out new Capabilities to Bolster its Financing Solutions and Collateral Optimization Group

Hub International Signs Purchase Agreement to Acquire the Assets of National Home Warranty Group Inc.

Following the acquisition, the National Home Warranty team will join Hub Canada West, continuing to service and support clients.

Apex Group closes acquisition of BRL Trust Investimentos

This strategic addition to the Group further supplements its local market private equity expertise, while adding liquid asset servicing capabilities for Brazil.

H.I.G. Capital Completes Acquisition of Oxford Global Resources

The Company offers a differentiated service to its clients, focused on providing hard-to-find, highly specialized technical talent in several niche practice areas, including life sciences, information technology, engineering and healthcare.

North America and Europe-ex UK are worst performing 'dog' regions - Bestinvest

The UK market has benefited from the reversion to value and return to dividend payments over the past six months and, as a result, has seen the number of dogs fall.

Markel Announces Investment In Buckner

Markel, through its subsidiary Markel Ventures, makes long term investments in high quality companies.

Cathie Wood and Michael Burry lock horns as 'Big Short' investor bets against ARKK

Since its high in February, ARKK has fallen 26%

Wells Fargo Global Dividend Opportunity Fund Announces Change to Managed Distribution Plan

Under the managed distribution plan, the fund will distribute available investment income to its shareholders quarterly.

Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid for Preferred Shares

Brookfield will pay the market price at the time of acquisition for any Preferred Shares purchased.

Just how transitory is the transitory period for Inflation?

Inflation has been influencing a number of markets as investors asked just how transitory is the transitory period for Inflation? ZEDRA's Global Head of Fiduciary Investment Services Toby Sturgeon explores in his Q2 2021 Market Update.

SignatureFD Named to the Inc. 5000 List of America’s Fastest-Growing Private Companies

Following the announcement of Fortner as CEO, the organization has had an increased focus on growing its footprint and leadership in the industry.

Iress announces Franklin Templeton is live with its unit registry services一 increasing efficiency and distribution in managed funds

Iress is providing a full range of managed funds administration services along with fully integrated digital tools and trading interfaces for investors through its ‘Digital 360’ technology, which includes digital online app and order pad.

Brookfield’s reinsurance arm reports first quarterly results

The business also announced a dividend of 13 cents a share, to be paid on 29 September.

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