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Alternative Investments

01/15/2020

KKR Increases Commitment to KKR India Financial Services

Commitment to bolster financial position and enhance KIFS’ ability to provide financing solutions to companies in India

01/15/2020

KKR Releases 2020 Global Macro Outlook

Henry McVey: Thoughtful Top-down Approach Warranted in Year Ahead

01/13/2020

Franklin Resources, Inc. Announces Month-End Assets Under Management

The increase in assets under management was due to market gains that offset net outflows.

01/13/2020

Arthur J. Gallagher & Co. Acquires Majority Interest in Risk Management Services Limited

"Our Caribbean brokerage operations have worked on regional accounts with RMS since the mid-'90s," said J. Patrick Gallagher, Jr., Chairman, President and CEO.

01/13/2020

Is Schwab blocking broker breakaways?

Schwab has a history of taking brokers to arbitration that it alleges have solicited clients after leaving the firm

01/13/2020

ASI raises USD425m for lower mid-market private equity fund

The strategy is designed to capture outperformance potential of the lower middle market private equity ecosystem.

01/13/2020

Greystone acquires C-III Asset Management

Greystone has been an active commercial lender and servicer for 30 years

01/13/2020

Total cat bond issuance surpasses $100bn: Aon Securities

Aon also highlighted an evolution in cat bond investor type

01/10/2020

Bain Capital wants billions for public equities

And it appears other new funds are still on the way.

01/10/2020

Fidelity Launches ‘Full Service’ HSA Solution for Advisers

Fidelity’s Award-Winning HSA Can Help Advisors Meet Their Clients’ Growing Demand to Manage Health Care Expenses

01/09/2020

KKR Acquires Riata Corporate Park

KKR is making the investment through its Real Estate Partners Americas Fund II.

01/09/2020

Manulife Investment Management Closes $1.5 billion Private Equity Fund

The Fund was seeded with an existing portfolio of funds and co-investment interests in North American buyout and growth funds invested with more than 25 leading private equity managers.

01/09/2020

Savant Capital Management takes over Huber Financial Advisors

The deal, whose financial terms were not revealed, is expected to close on 31 March 2020.

01/08/2020

Fiduciary Trust Company International to Acquire Athena Capital Advisors in Merger Deal

Franklin Templeton Subsidiary Extends Presence into New England with $6 Billion U.S. Wealth Manager

01/08/2020

Aksia to acquire TorreyCove

The TorreyCove acquisition is part of a natural progression for Aksia, CEO James Vos said.

01/07/2020

How a fake Saudi Prince conned investors out of nearly $8 millionu

Khalid regularly drove around the luxury enclave in a 2016 Ferrari California (with a base price of roughly $200,000) sporting diplomatic license plates and a security detail.

01/07/2020

What is private equity, and why is it killing everything you love?

Private equity led to the closing of Toys R Us and cost 30,000 workers their jobs — and it’s hardly the only example of a deal gone wrong.

01/06/2020

Arthur J. Gallagher & Co. Acquires Minority Stake In SP&G Insurance Brokers Sdn Bhd

SP&G presents an exciting opportunity to expand Gallagher's commercial insurance footprint in Asia and further extend our client reach in the global aviation sector.

01/06/2020

Why HNW clients ‘absolutely need alternatives’

President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility

01/06/2020

MAI Capital Management Acquires J.M. Hartwell

Addition of $640M firm adds investment management capabilities and extends MAI’s reach to New York City

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