04/08/2022
The bank is also working on a matchmaking platform where start-ups can raise funds directly with the bank, tapping capital from family offices and other ultra-high net worth clients.
04/07/2022
Offers Individual Investors Access to a Diverse Portfolio of Leading Private Equity Sponsors’ Fund Investments to Complement Ares’ Existing Alternative Investment Products
04/07/2022
Angela Ribuffo and Lawrence T. Smith awarded 2022 ‘See It, Be It’ Role Models by InvestmentNews
04/07/2022
IPO expected to unlock value of the business; proceeds to be used to pay down debt
04/06/2022
A total of 329 people dropped off the list this year—the most in a single year since the 2009 financial crisis.
04/06/2022
Innovative client portals provide a single point of access for secure collaboration.
04/06/2022
In addition, independent wealth management firm announces new hires and open positions
04/05/2022
Robert W. Eaddy, who has led The Bryn Mawr Trust Company of Delaware since 2010, will remain in his role leading the combined company as its President.
04/04/2022
Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley
04/04/2022
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
04/04/2022
Credit Suisse Asset Management acquired the office assets during 2010 to 2014 and has since seen substantial growth as well as stable income by successfully managing the buildings.
04/04/2022
For banks, moving into private credit makes sense on several fronts. The market is growing fast globally; private credit managers’ assets under management have almost doubled in the last five years to hit $1.2 trillion as of June 2021, according to
04/01/2022
Growing Smart(ly) in a Way That Matters
04/01/2022
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
04/01/2022
Acquisition of Convergent Wealth Management, LLC Expands Mercer Advisors' Central U.S. Presence
04/01/2022
The $2.7 billion firm in Purchase, N.Y., delivers consulting and advisory services for high and ultra-high-net-worth clients, incorporating a proprietary direct indexing solution and tax-advantaged portfolio management. Altium's tax-aware solutions w
04/01/2022
Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion
03/31/2022
Private equity fund Bain Capital edges out other global rivals to buy a 25% stake in IIFL Wealth. GA Atlantic and Fairfax are the selling shareholders.
03/31/2022
Team members Laura Powers, lead adviser, and Kyle Dempster, associate adviser, both residents of the Little Falls area, will represent the Strategic team in this new location.
03/31/2022
The alliance comes as more businesses begin to adopt the ESG reporting standards set by the Sustainability Accounting Standards Board (SASB) following its launch at COP26.