Managers of Wealth Americas

Black Mountain Investment Group Introduces Youngest Fund Managers in the Industry

The asset manager and fund work in tandem to start, operate, and invest in startup and established businesses.

TD Bank Group says Charles Schwab investment will add $285M to bank's Q1 profit

The U.S. financial services firm reported Wednesday a fourth-quarter profit of US$2 billion, up from US$1.6 billion in the same quarter a year earlier.

JGM rebrands to IQ-EQ

IQ-EQ now has 650+ U.S. employees servicing a growing global client base from 12 offices across New York, Texas, California, Illinois, New Jersey, New Hampshire, South Dakota and Florida.

Truist reports fourth quarter and full year 2022 results

Fourth quarter 2022 GAAP earnings of $1.6 billion, or $1.20 per diluted share Fourth quarter 2022 Adjusted earnings of $1.7 billion, or $1.30 per diluted share Results reflect strong PPNR performance as a result of strong loan growth and expanded NIM

Blackstone Strategic Partners Closes Record Private Equity Secondary Funds at $25 Billion

Blackstone Strategic Partners is focused on providing a range of liquidity solutions

KKR Closes Acquisition of Clinisupplies and Welcomes Oliver Johansen to the Board of Directors

KKR to support organic and inorganic growth to enhance Clinisupplies’ leadership position in collecting devices and expand its broader chronic care portfolio

Nicola Wealth Real Estate finishes another active year of acquisitions, leasing and development amidst a rising interest rate environment

The firm’s focus on industrial, multi-family rental, self-storage and development properties served well in 2022.

S&P Global Announces Agreement to Sell Engineering Solutions Business to KKR

KKR is making the investment through its North America Fund XIII.

Arthur J. Gallagher & Co. Acquires First Ireland Risk Management Limited

Tony Gill, Linda Gallagher and their team will remain in Dublin under the direction of Ronan Foley, head of Gallagher's insurance brokerage operations in Ireland.

BlackRock reports 8% decline in profit for 2022, but still exceeds analyst expectations

The world’s biggest asset manager delivered a solid report for the past quarter, plus full year results supported by strong sales in technology and ETFs, and record institutional inflows.

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."

Alternative Investments