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Alternative Investments

03/31/2025

Citizens CEO Bruce Van Saun Reinforces Commitment to Supporting Business Growth Amidst Economic Uncertainty at The City Club of Cleveland

The event also featured a fireside chat with Van Saun, moderated by Michael Jeans, Founder and CEO of Growth Opportunity Partners.

03/28/2025

Janus Henderson launches USD AAA CLO ETF for non-US investors: JAAA LN

The team has a successful, long-standing track record in CLO investing, with access to market-leading tools and systems enabling in-depth analysis of CLO collateral to identify relative value opportunities.

03/28/2025

BC Partners Set to Raise $1.4 Billion for Private Credit Fund

It would be BC Partners’ largest special opportunities fund to date.

03/27/2025

Numerix and Apex Group Partner to Enhance Buy-Side Risk Solutions

This partnership enhances the capabilities available to buy-side firms, equipping them with the advanced pricing and valuations they need to navigate today's complex regulatory landscape.

03/26/2025

Form PF explained: A complete guide for U.S. fund advisers

Born from the 2008 financial crisis, Form PF has grown increasingly important to regulators

03/26/2025

73% of executives deprioritising sustainability amid economic uncertainty, says Beazley

Beazley’s research highlights the increasing vulnerability of businesses as they struggle to integrate climate preparedness into their risk management strategies.

03/25/2025

EagleView expands drone services for streamlined property claims and repair estimates

EagleView integrates smoothly with leading claims estimatics platforms, providing an effective and value-added end-to-end solution for inspections and repair estimates.

03/25/2025

World Investment Advisors Announces Launch of New Investment Management Platform WorldMAP

New investment and portfolio management platform provides access to a wide range of curated, multi-asset models and strategies created and managed by World's investment team

03/25/2025

Waverly Advisors Acquires GGM Wealth Advisors

Waverly expands into Maryland and Virginia

03/21/2025

Copia Wealth Studios Unveils "Clarity" - AI-Powered Wealth Management Platform for Sophisticated Investors

The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals.

03/21/2025

US Capital Global Closes Global Family Office Summit with High-Profile Investor Gathering in Miami

US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion of the 24th Global Family Office Investment Summit.

03/19/2025

Miami International Holdings Announces Offer to Acquire The International Stock Exchange

The recommended cash acquisition recognises the strength of the business

03/19/2025

Manulife Named 2025 Gallup Exceptional Workplace Award Winner for Third Year in a Row

Manulife successfully met Gallup’s rigorous award criteria, placing the company in an elite group recognized for this award.

03/18/2025

Artisan Partners International Value Fund Wins Three U.S. Lipper Fund Awards for Third Straight Year

This is the third year in a row the Fund has won the Lipper Fund Awards in the International Large-Cap Value category.

03/18/2025

Citizens Serves as Exclusive Financial Advisor to Great Lakes Roofing on its Sale to Renova One

Great Lakes Roofing, headquartered in Troy, Michigan, has provided a full suite of exterior service solutions to multi- and single-family customers for more than 30 years.

03/18/2025

Goldman Sachs & JPMorgan lost rates sales staff in post-bonus moves

The exits come after Goldman Sachs also lost Scott Rubner from its West Palm Beach team last month.

03/18/2025

Rise Growth-Backed Bleakley Transitions 80% of AUM to Equity Partnership

Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025.

03/14/2025

Asia hedge funds outperform US peers as markets sell off

Asian hedge funds that bet on stock rises and falls, tracked by Morgan Stanley, were up 2.8% year-to-date, while the U.S. ones lost 2.6%.

03/14/2025

Overland Advantage and Wells Fargo Lead Senior Secured Credit Facilities to MaxiTransfers

MaxiTransfers is a money service business specializing in the US-LATAM corridor, serving the Latin American community in the U.S. since the early 2000's.

03/13/2025

VeriQuant Asset Management Announces Strategic Partnership with CLS Capital Group, Secures $10 Million in First Funding Raise

Grounded in Principles, Driven by Innovation.

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J.P. Morgan named among Barron’s top advisors and teams for 2026

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05-14-2026

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05-14-2026

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