Managers of Wealth Americas

GoLogiq to acquire Nest Egg for $30m, adding a wealth-building platform for Gen Zs and millennials

The addition of Nest Egg, which had previously been an acquisition target of GammaRey

Integrity Closes Transformative Acquisition of Gladstone Wealth Partners to Offer Expansive Wealth Management Solutions to Americans

Partnership strengthens company's wealth management expertise and expands synergies that allow for more holistic and comprehensive financial planning solutions

KKR Commits To Invest an additional $1.15 billion in aircraft leasing with altavair

KKR has deployed and committed $1.7 billion of capital into aircraft deals since forming a partnership with Altavair and acquiring an interest in the company in 2018.

USAA Real Estate Partners with SS&C to Manage Fund Administration

The combined team will support assets on the SS&C GlobeOp platform

New long-term reinsurer Kindley Re set for take-off

Kuvare, as sponsor of Kindley Re, will provide operational support to Kindley Re through its Bermudian-based service company.

BMO Global Asset Management Launches Fund Providing Access to Privately-Held Companies Forming Backbone of Tomorrow's Digital Economy

These companies benefit from Georgian's impressive approach to achieve their true potential, leveraging bespoke technology tools, advanced research and development and customized guidance from experienced senior leadership."

PNC Expands Its Environmental Finance Pledge To $30 Billion

Focused on green buildings, renewable energy and clean transportation, commitment deepens the bank's support of clients transitioning to a low-carbon economy

BNP Paribas to open new office in Miami in fourth quarter

Several financial firms as well as big law firms have expanded operations in Florida in the wake of the COVID-19 pandemic, as employees longed for better weather and access to outdoor activities.

Zurich NA & ICS create Envision Re

Members can be at various points on the sustainability continuum.

Arthur J. Gallagher & Co. Acquires John C. Breckenridge Insurance Solutions, Inc.

John Breckenridge, Lisa Breckenridge and their team will remain in their current location under the direction of Kevin Garvin, head of Affinity North America for Gallagher's retail property/casualty brokerage operations.

Columbia Banking System and Umpqua Holdings Corporation Announce FDIC Approval and Expected Closing Timeline for Combination

"Our combination, and all the potential it holds to unlock value for our customers, communities, associates and shareholders, is one step closer to becoming reality,"

Snowden Lane Partners Secures $100 Million Credit Facility

New Facility Arranged by Apogem Capital and Monroe Capital Will Enable Snowden Lane to Significantly Bolster Growth Momentum

Citizens M&A Outlook Optimistic Despite Headwinds

After peak of 2021 and disruption of 2022, survey participants have positive outlook for 2023

Hedge fund managers shy away from launches as markets come under strain

The third quarter of last year had 71 new funds, down from 132 in the same period of 2021

Broadridge Leverages Glue42 Capabilities to Deliver a Seamless Trading Interface

This move brings clients of Broadridge and Glue42 an integrated framework across products, creating a single workspace for banks and broker-dealers.

Former SEI asset management distribution leader to run IFIC

Andy Mitchell becomes president and CEO of Canada's investment industry body with more than 30 years of experience

Brookfield Asset Management Announces Establishment of Normal Course Issuer Bid

Brookfield Asset Management also announced that it has entered into an automatic purchase plan in relation to the normal course issuer bid.

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Cypress Capital Management and West Capital Management Clients will continue to be served by the same advisory team as part of Bryn Mawr Capital Management.

UC Investments Creates Strategic Venture with Blackstone to Invest $4 Billion in BREIT Common Shares

Blackstone will then contribute $1 billion of its current BREIT holdings as part of a strategic venture with UC Investments.

Alternative ETFs at Year’s End—and a Peek into the Future

Investors may want to DIY in 2023.

Alternative Investments