05/11/2023
InvestmentNews honors Stifel CEO Alex David at sixth annual DEI Summit
Six firms and 15 individuals were recognized for their contributions at the event in New York City Wednesday.
Alternative Investments
05/10/2023
Tishman Speyer and Raffles Family Office Announce Blue Chip Collaboration to Launch APAC Real Estate Fund
This synergistic collaboration between a leading global real estate investor and a leading Asian MFO will grant private wealth investors unparalleled access into tailored, institutional grade real estate investments.
05/10/2023
State Street Announces Global Custody Mandate with Bladex
Appointment builds on State Street’s ongoing expansion of regional capabilities in Latin America
05/09/2023
Asset Lift Wealth Management Launches New Retirement Planning Services for Conservative Investors
Asset Lift has invested heavily in technology to level the playing field and make sophisticated asset management available to the masses.
05/09/2023
Mercer to own BT’s $1.9bn portfolio management service
“The addition of PPM allows us to service the entire investor market — from our Mercer Super Trust members through to private clients and family offices — and support even more investors in achieving their wealth objectives”.
05/08/2023
Starlight Investments' $1-billion plan for UK rental home assets
Toronto-based asset manager has launched a new European residential asset management platform with institutional partners
05/08/2023
State Street Launches Global Carbon Asset Servicing Solution
New solution brings carbon asset fund administration and depositary services to asset managers, asset owners and other financial institutions to facilitate the integration of carbon-related assets into portfolios
05/05/2023
Sprott Capital Partners Completes Management-Led Buyout and Rebrands as SCP Resource Finance
Peter Grosskopf to lead SCP team with high conviction on precious and energy transition metals
05/05/2023
Kestra Financial Keeps Pace with Strong Growth in 2023, Winning 26 Financial Professionals and $3 Billion in New Assets in First Quarter
Continued momentum fueled by 26 financial professionals attracted to close-knit culture and strong commitment to the independent space
05/05/2023
Legacy Wealth Strategies Unveils Program To Simplify The Complex In Business Planning
The Program is aimed at helping business owners implement creative strategies for hiring and retaining key staff members, so business owners can improve the overall efficiency of their operations.
05/04/2023
$875M Merrill Lynch Team Launches RIA with Dynasty
The team has joined the Dynasty network in Florham Park, New Jersey, and operates as Premier Path Wealth Partners.
05/03/2023
Market risks warrant a selective stance on stocks
The first trading day of May was equally uneventful, with low volumes amid a holiday in many markets.
05/03/2023
Republic Capital Advises Brainard Capital Management on Combination with Pathstone Family Office
Pathstone is an independently operated, partner-owned advisory firm offering comprehensive family office services and customized investment advice for families, family offices, and foundations and endowments.
04/27/2023
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Forward Redemption Indicator: April notifications 1.93%
04/27/2023
AIG Finalizes Agreement With Stone Point Capital to Form Private Client Select Insurance Services
As previously announced in February 2023, AIG's Private Client Group (PCG) business will move to this new independent platform
04/27/2023
Morningstar, Inc. Reports First-Quarter 2023 Financial Results
Morningstar Indexes revenue grew 25.3%
04/27/2023
Aegon Asset Management and Lakemore Partners Announce Strategic Partnershi
Agreement Supports Aegon AM's US CLO Platform Growth While Expanding Lakemore's Global Institutional Client Base
04/27/2023
Investor Confidence Increases 2.2 Points in April to 83.5
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
04/26/2023
Chubb Reports First Quarter Net Income
Annualized core operating return on tangible equity (ROTE) was 19.4%.
04/25/2023
Big Tech earnings out this week – what investors are looking for
The comments from Nigel Green, chief executive and founder of deVere Group