07/14/2022
Pathstone to Add $3.5B RIA Firm
The latest addition is Alexandria, Virginia-based Dyson Capital Advisors.
Alternative Investments
07/12/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/11/2022
UAE, Brazil poised to see surge in trade and investments
About 1,030 Brazilian companies that became part of the Brazilian pavilion at the Expo and secured business deals of $648mln during the event are expecting additional deals worth $3.4bln in the next 12 months
07/11/2022
KKR expands industrial real estate portfolio in the Inland Empire
KKR acquired the property through KKR Real Estate Partners Americas III, KKR’s Americas opportunistic equity real estate fund.
07/11/2022
Catalina appoints CEOs for Asia and US
Petrellis joins Catalina on 11 July taking over the role from Amy Gallent who will be retiring later in the year.
07/07/2022
SuMi TRUST to Partner Side-by-Side with Apollo and Athene as a US$1.5 Billion Investor in a Proprietary Portfolio of Alternative Assets
This investment by SuMi TRUST follows other Asia-based institutional commitments, which in total account for more than $5 billion in third-party capital.
07/06/2022
WA Asset Management Acquires BT Wealth Management
RIA deal creates strategic foothold in Georgia and sparks an evolution of the firm’s marketplace positioning
07/06/2022
State Street and FactSet Partner to Streamline Data Flows Across Front, Middle & Back Office
The two companies expect the collaboration will provide common clients with a seamless and highly functional experience from client portals for equity, fixed income and multi-asset strategies all the way through to custody.
07/05/2022
Arthur J. Gallagher & Co. Acquires Surety Associates of Southern California Insurance Services
Terms of the transaction were not disclosed.
07/05/2022
NFP acquires wealth management firm Newport Private Wealth
We’re excited to bring personalized and expert wealth management services to even more communities as we grow.
07/04/2022
AllianceBernstein Completes Acquisition of Global Private Alternatives Manager CarVal Investors
Following the announcement in March, client activity and fundraising momentum has been strong, with over $2.1 billion raised by CarVal across their diverse product line-up.
07/04/2022
TD Bank weighs acquisition of US brokerage firm Cowen
The Toronto-headquartered lender, which has been rapidly expanding its footprint via acquisitions, has hired advisers to draw up a possible transaction for the US firm.
07/04/2022
Allspring Global Investments to adopt state street alpha platform
State Street Alpha is a fully integrated front-to-back technology platform that combines proven industry-leading components, including Charles River Development, Alpha Data Platform, middle-office processing, and a comprehensive set of data and back-offic
07/04/2022
Investors push companies for specific ESG actions
Proxy season sees record level of resolutions and wider focus
07/01/2022
Hard Asset Management Acquires an Exceedingly Rare 1800 George Washington Gold Funeral Medal
Part of their latest reserve collection, this coin reflects a growing world class collection.
07/01/2022
P&C broker acquires Newport Private Wealth
NFP’s latest acquisition helps solidify its expanding asset-based business
07/01/2022
Varagon Capital Partners Forms New Partnership with Goldman Sachs Asset Management
This transaction formalizes a relationship that has taken shape over a number of years, and we believe this partnership is destined to create value for Goldman Sachs Asset Management and all of Varagon’s stakeholders.
06/30/2022
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions
06/30/2022
Lincoln Financial Group’s Michelle DeCarlo Recognized as 2022 Woman Worth Watching in STEM by Profiles in Diversity Journal
Award recognizes high-achieving women in the science, technology, engineering or mathematics (STEM) fields for their outstanding contributions, excellence in leadership and commitment to mentorship.
06/30/2022
Prime Capital Investment Advisors Partners With Female-led Crossvault Capital Management
Crossvault joins forces with Prime Capital adding $440M in AUM