Edward Jones today announced it intends to acquire Natixis Investment Managers' (Natixis IM) Overlay Management Services capabilities through the purchase of select assets and an exclusive license ...

AEW Capital Management, the real estate and private credit arm of global asset manager Natixis Investment, is in talks to secure a capital commitment from a multinational investor for a fund that will ...

Wealth management Edward Jones brings UMA tax expertise in-house with Natixis overlay purchase By Dan Shaw July 01, 2025, 5:40 p.m. EDT 6 Min Read ...

Natixis has hired senior managers from JPMorgan Chase and Societe Generale for its new banking business in Japan, and plans to double Tokyo staff in coming years as it expands the operation ...

Overlay management, which includes portfolio implementation and tax strategies, has historically been outsourced to Natixis. Moving these services in-house marks a significant operational shift.

AK&M 02 July 2025 20:54 Russian President Vladimir Putin has authorized Bureaucrat LLC to acquire 100% of the shares of Natixis-Bank JSC owned by Natixis. The document is published on the portal of ...

Edward Jones to acquire overlay management assets from Natixis IM, boosting financial planning and investment services for high-net-worth clients.

Natixis IM’s expertise in UMA implementation, direct indexing, tax loss harvesting, and other investment products has been a key factor in supporting Edward Jones. The two firms have maintained a ...

Natixis Prevails in Proprietary Fund Selection SuitDespite acknowledging that “the contours of this case are not etched in black and white but shaded in grey and charcoal,” a federal judge has ...