04/04/2017
Coldstream Grows with Addition of Rainier Group
Coldstream continues to grow both organically and through mergers with other local, like-minded firms, and has offices in both Bellevue and Seattle.
Alternative Investments
04/04/2017
Former World Bank officials launch BlueOrange for SDG investing in Latin America
Partnerships with development finance institutions is core to BlueOrange’s strategy, as it looks to piggyback on DFI deals and due diligence.
04/04/2017
Ex-Wind Point, Jordan execs launch Growth Catalyst Partners
We are excited to be launching the firm, and we are looking forward to introducing Growth Catalyst Partners to our collective industry networks.
04/04/2017
Gen II Fund Services Increases Assets Under Administration to Over $150 Billion
Gen II's growth is due to in part to the market's demand for a dedicated, team-based and client-focused approach to private equity administration services.
04/04/2017
Sirius International buys ArmadaGlobal
This acquisition fits well with Sirius's expertise and our long-term growth strategies
04/04/2017
OMERS Private Equity acquires Inmar
Our partnership will position us to capitalize on our platform and set in motion the next phase of substantial growth.
04/03/2017
Chairman of Global SPDRS Honored with Lifetime Achievement Award
In recognizing Ross for this distinguished award, the organization acknowledged his leadership, character, integrity and overall contributions to the ETF industry since its inception.
04/03/2017
Partners Capital Moves Boston Office to Iconic Federal Reserve Plaza
The building is home to the Federal Reserve Bank of Boston, the management company for the Harvard University Endowment and a number of well-known investment institutions.
04/02/2017
Harvard Managers Said to Plan Hedge Fund Launch in Third Quarter
In 2014, Toscani made $4 million, including a $3.6 million bonus, according to Harvard Management’s most recent tax return.
03/31/2017
Willis Capital Markets & Advisory rebrands as Willis Towers Watson Securities
Our world class securities and investment banking platform is an important component of our value proposition.
03/30/2017
Silicon Valley Investors Look At Cannabis For New Excitement
The sold-out conference attracted investors that were looking to recapture the excitement felt during the dot-com era.
03/30/2017
Chinese Firm Takes Stake in U.S. Investment Bank Cowen
CEFC gets a ready-made springboard into high finance in the United States.
03/30/2017
Congress Asset Management Announces Acquisition
Boston-based money manager would expand its investment capabilities; take over management of three investment products including, large cap growth, small cap growth, and small cap value strategies
03/29/2017
Savanna files plans for boutique office tower on Billionaires Row
Several offices in the new tower will have terraces, according to the filings.
03/29/2017
US hedge fund in Milan deal
Elliot reportedly has other investors who will contribute to the investment, but they have not yet been revealed.
03/29/2017
FTJ FundChoice Launches Separately Managed Accounts Program
Designed for portfolios with a minimum of $1,000,000.00, FTJ FundChoice's SMA Program bridges the gap for advisors between their businesses and their high net worth clientele with tailored investment solutions.
03/29/2017
Quantopian Chooses SS&C to Optimize Operational Efficiencies
Quantopian appointed SS&C as its fund administrator
03/29/2017
Hedge fund buyers are getting soaked
It’s been one high-profile disaster after another in the hedge-fund world, and it’s hitting wealthy investors where it really hurts.
03/28/2017
Why Warren Buffett hasn't really turned against active fund management
Who considered him to be his guiding influence on his approach to investing.
03/28/2017
Great West Life announces creation of Advisory Network
In addition to introducing the Advisory Network name, this journey saw the creation “of three key business units