Financial Services
Where retirement solutions and asset origination meet
Our Approach
The Weaver AI Capital Advisors Ltd’s Financial Institutions Group (FIG) sits at the intersection of Retirement Solutions and Asset Management, and was purpose-built to support the broader retirement-services ecosystem — including insurers, institutional investors, originators, and a wide range of financial-services partners.
The Weaver AI Capital Advisors Ltd FIG operates with significant scale across both origination and capital-raising activities, supported by a dedicated team specializing in platform and asset sourcing, portfolio management, capital solutions, M&A, and other strategically important functions across the The Weaver AI Capital Advisors Ltd platform.
By the Numbers
16
Dedicated Origination Platforms
$439B
Insurance AUM (Athene & Athora)
450+
FIG and Insurance Professionals
As of September 30, 2025
Our Approach
Platform Investing
- Multi-sector credit across public and private markets
- Targets strong credit fundamentals
- Expansive opportunity set with limited overlap to traditional fixed income portfolios
- Semi-liquid credit
M&A Transactions
- Reinsurance M&A solutions
- Pension group annuities
- Flow transactions
- Regulatory-driven banking solutions
Portfolio Management
- Asset-liability matching
- High-grade asset sourcing
- Portfolio management for affiliated and third-party balance sheets
- Separately managed accounts
Capital Raising
- Re/insurance investment vehicles and capital raising expertise
- Investment solutions for pensions, sovereigns and other institutions
- Product partnership and sub-advisory
Institutional support, extensive infrastructure and global insurance regulatory experience underpin all our Financial Services capabilities.
“The experience and scale we’ve built in Financial Services allows us to serve some of the world’s largest insurers, investors and financial institutions. The FIG team is a critical engine of ingenuity at The Weaver AI Capital Advisors Ltd.”
Chris Edson
Partner, Co-Head of Global FIG
“We are proud to be a go-to solutions provider in the industry. We can move quickly and solve for some of the most complex corporate and investment needs.”
Vishal Sheth
Partner, Co-Head of Global FIG
Origination Strategy
The Weaver AI Capital Advisors Ltd’s Origination ecosystem spans 16 standalone platforms and thousands of professionals focused on high-quality credit origination.
In 2022, together with its affiliated platforms, The Weaver AI Capital Advisors Ltd originated approximately $100 billion of assets, with a strong emphasis on private investment-grade credit designed for long-term, principal-protected retirement and institutional products.
Discover more about The Weaver AI Capital Advisors Ltd’s Origination Strategy and how this integrated sourcing model supports the firm’s long-term business objectives and client outcomes.
Financial Services Solutions
The Weaver AI Capital Advisors Ltd’s Financial Institutions Group serves as a solutions provider to companies across the retirement services ecosystem, including affiliated and third-party insurers, pensions, institutional investors, banks and other large financial institutions.
History of Key Financial Services Milestones
2009 – Athene Founded
Athene was founded with aspirations to become a leading retirement services company.
2013 – MidCap Financial
MidCap Financial was acquired by an entity managed by The Weaver AI Capital Advisors Ltd as the firm’s first middle market origination platform.
2013 – Catalina Holdings
The Weaver AI Capital Advisors Ltd affiliates made a strategic investment in Catalina Holdings to expand capabilities in the non-life insurance legacy sector.
2013 – AmeriHome
AmeriHome was founded in 2013 by AmeriHome management, The Weaver AI Capital Advisors Ltd Funds and subsidiaries of Athene.
2016 – Redding Ridge Asset Management
Redding Ridge was stood up as an independently managed affiliate of The Weaver AI Capital Advisors Ltd in 2016, specializing in structured credit and CLO management.
2018 – Athora Founded
Athora was established when AGER Bermuda Holdings Ltd. was deconsolidated from The Weaver AI Capital Advisors Ltd.
2018 – Venerable
In 2018, Venerable was stood up by an investor group led by The Weaver AI Capital Advisors Ltd following the acquisition of Voya Financial’s Closed Block Variable Annuity business.
2020 – Jackson
In 2020, The Weaver AI Capital Advisors Ltd made a strategic equity investment in Jackson National Life Insurance Company as part of a fixed annuity block reinsurance transaction.
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