10/03/2019
Charles Schwab Moves to Help RIAs Grab More HNW Clients
Schwab is also leveraging print and digital advertising to reach investors.
Alternative Investments
10/03/2019
Arthur J. Gallagher acquires Anthony Hodges Consulting
"AHC's market-leading position in financial communications will significantly enhance Gallagher's recognition as an international financial wellbeing communication partner," said J. Patrick Gallagher, Jr.
10/02/2019
Global Insights on PE Fundrasing
TMF Group executives located in Asia Pacific, Europe and North America share their insights
10/02/2019
New York State Common slates $915 million for private equity, real estate
The pension fund made a $400 million commitment through its emerging manager program
10/02/2019
RedBird Capital Partners and Reverence Capital Partners Complete Acquisition of Vida Capital, Inc.
Moelis & Co. served as financial advisor and Vinson & Elkins LLP acted as legal counsel to Vida. Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal counsel to RedBird and Reverence.
10/02/2019
Escalate Capital Partners holds first close of fourth fund
Escalate IV’s core investment strategy continues to be lending to venture and growth capital-backed companies within the technology, services, and healthcare industries across the US.
10/01/2019
Man GLG poaches alternative equities manager from RWC Partners
Corcell has also held roles at SAC Capital Advisors
10/01/2019
Karyn Williams launches investment consultancy
The consultancy does not, however, offer or manage investment products, and is not conflicted by other business services.
09/30/2019
SunTrust: Record Milestone Reached to Reduce Financial Stress in America as "The onUp Movement" Surpasses Five Million Participants
According to the SunTrust National Financial Confidence Poll, one-third of Americans (34%) feel they are living paycheck to paycheck
09/30/2019
State Street’s Revenues Are Likely To Shrink Over The Next Two Years
In 2019, State Street’s Investment Management and Investment Servicing divisions are expected to contribute roughly $9.6 billion (83%) and $2 billion (17%) respectively to its Total Revenue estimate of $11.6 billion.
09/27/2019
Blackstone Completes the Acquisition
Blackstone and GLP announced the transaction on June 2, 2019.
09/27/2019
Goldman Sachs Bets on European Investor Demand for Smart Beta US Funds
Goldman Sachs Asset Management is trying to keep up with banking behemoth JPMorgan Chase Co., which has a two-year head start in the European ETF market.
09/27/2019
Arthur J. Gallagher acquire LSG Insurance Partners
"For over 50 years, we have focused on the power of partnership with one goal in mind – to be the best possible advisor and advocate for our valued clients," said Jay Schreibman, President and CEO of LSG.
09/26/2019
The Canadian fund happy to be a quiet high achiever
CDPQ takes a patient approach to investing in Asia where it has a staff of 40 and has invested US$30 billion in Asia
09/26/2019
AXA XL partners with Accenture to strengthen its cyber offering
Initially this is being done on an industry basis for the manufacturing, retail, healthcare and financial services industries, among others. By early 2020 it will be expanded to cover the P&C industry.
09/25/2019
Wilmington Trust Launches New Brand
Wilmington Trust expands access to its proprietary investment management strategies to a broader set of channels enabling outside retail and institutional investors to benefit from our investment intelligence and high quality solutions
09/24/2019
Investors shrug off PE risk to tap unlisted companies
This has corresponded with changing dynamics in how companies are raising capital.
09/24/2019
Insurance industry must tackle gender balance
Both the Middle East and the Americas highlighted gender equality as a key barrier to overcome, while mental health sits high on the agenda for Europe and the UK, Dive In said.
09/23/2019
Most Powerful Women in Finance: No. 2, Fidelity's Abigail Johnson
In a related initiative, Fidelity is redesigning branches to make them more inviting to women and to financial novices.
09/20/2019
Arthur J. Gallagher acquires Andrew Insurance Associates
Michael J. Clark and his associates will continue to operate from their Powell location under the direction of Cindy LaMantia