Managers of Wealth Americas

For Many Allocators, Breaking Up With Managers Is Hard to Do

Asset owners are holding on to managers for longer than expected — even when they underperform.

Franklin Templeton buys BNY Mellon subsidiary Alcentra

Set to complete by Q1 2023

Lumo intraday momentum strategy joins Falcon Investment Management multi-manager hedge fund platform

Providing access to full compliance and risk monitoring services, the platform provides a full turnkey solution to investors and investment managers alike.

Pimco fund added to Russia credit default swap exposure ahead of Ukraine war

The exposure leaves Pimco as one of the biggest players in this week’s drama over whether Russia’s credit default swaps will pay out — a question that has been top of mind for many debt investors since the invasion of Ukraine in February

Franklin Templeton to Acquire Alcentra from BNY Mellon

The transaction is expected to be completed early in the first calendar quarter of 2023

Blackstone Targets Jump in Asia Private Credit Assets

Eapen wants Blackstone’s Asia-Pacific credit business to be of a similar scale to its operation in Europe.

Everest Re’s insurance unit launches in Latin America

“Building on the success of our world-class specialty insurance operations"

PIMCO expands ETF capital markets team with Northern Trust AM hire

The partnership officially ended on 12 June 2020 with the two US rivals collaborating for three years following Invesco’s acquisition of Source in 2017.

CI Financial Wins Digital Transformation Award, Recognized as an Innovation Leader

Teamwork and the development of new skills and capabilities among our employees are essential to this project.

Citco 2022 Q1 Hedge Fund Report – Quarterly Review

These are the insights from Citco’s Hedge Fund report for Q1 2022, offering detailed metrics on hedge fund performance, trade volumes, treasury volumes and investor flows.

Westwood to Acquire Salient Partners’ Asset Management Business

Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives

Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1

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

TD Bank Group Reports Second Quarter 2022 Results

D will continue to invest in our people, technology, and innovation to exceed our customers' rapidly changing expectations and help shape the future of banking.

Two Advisory Teams Managing Nearly $400 Million Join Cetera

Sonnenfeld Financial Group and Lincoln Capital among latest Cetera affiliations

U.S. bars Russia from paying bondholders through American banks, increasing default risk

Timothy Ash, a senior sovereign strategist at BlueBay Asset Management

LPA Announces its US expansion plan

LPA expanded rapidly following its investment by New York and London based Motive Partners in 2018 a leading specialist private equity firm focused on financial technology.

Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform

Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay

Triad Partners Aligns with Riskalyze

Triad has one mission for the advisors they work with: create unlimited growth and freedom in business and life.

Alliant Private Client Named Best Insurance Broker for Third Consecutive Year at The 2022 Family Wealth Report Awards

Alliant Private Client team honored for demonstrating innovation and excellence and exemplifying independence, integrity, and genuine insight

State Street Global Advisors Launches SPDR MarketAxess Investment Grade 400 Corporate Bond ETF

SPDR’s first fixed income ETF built on liquidity

Alternative Investments