Arlington expands to Dallas, bringing its multi-family office model to Texas by Released | Sep 14, 2026 Arlington, an independent multi-family office providing multidisciplinary services to selected ultra-high-net-worth families, has announced it will open a Texas office at the historic Old Parkland campus in Dallas.
J.P. Morgan Private Bank appoints Nelle Miller and William Sinclair as co-CEOs by Elise Mackanych | Sep 14, 2026 J.P. Morgan Private Bank has named Nelle Miller and William Sinclair as co-CEOs of the U.S. Private Bank, according to the firm’s LinkedIn.
Brookfield to acquire minority interest in American Real Estate Partners by Released | Sep 14, 2026 Affiliates of Brookfield Asset Management have agreed to acquire a minority interest in American Real Estate Partners (AREP) for an undisclosed amount.
Adams Street names Alec Kersman partner and global head of client solutions by Released | Sep 14, 2026 Adams Street Partners, a private markets investment management firm with more than $76 billion of assets under management, has announced that Alec Kersman has joined the firm as partner and global head of client solutions.
Hamilton Point Investments names Sean Hall senior vice president, tax deferral strategies by Elise Mackanych | Sep 14, 2026 Hamilton Point Investments (HPI) names Sean Hall senior vice president of tax deferral strategies, where he will focus on equity fundraising for Delaware statutory trust (DST) offerings, effective September 2026.
HSBC Private Bank appoints global head of family offices and head of U.S. Private Bank by Released | Sep 11, 2026 HSBC Private Bank has made two senior appointments, supporting its strategy to better serve the growing number of ultra-high-net-worth (UHNW) and family office clients.
Cove Capital Investments fully subscribes its Cove Essential Net Lease Industrial 108 DST offering by Released | Sep 11, 2026 Cove Capital Investments, a Delaware statutory trust (DST) sponsor specializing in debt-free DST investment opportunities for accredited 1031 exchange and direct cash investors, has announced that its Cove Essential Net Lease Industrial 108 DST, a Regulation D, Rule 506(c) offering, has been fully subscribed after successfully raising $9.9 million in investor equity.
Mercer Advisors welcomes William Hinson as senior wealth adviser in Atlanta by Released | Sep 11, 2026 Mercer Global Advisors, a national registered investment adviser, has announced that William Hinson has joined the firm’s Atlanta office as a senior wealth adviser.
OnePoint BFG Wealth Partners welcomes Bast Financial Group, expanding Florida presence by Released | Sep 11, 2026 OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm, has announced its acquisition of Bast Financial Group, a Tampa, Fla.-based wealth management firm led by founder and private wealth adviser Rebecca Bast.
Origin Investments announces close of its Select Asset Fund, introduces Arca II multifamily investment in Las Vegas by Released | Sep 11, 2026 Origin Investments, a national multifamily real estate fund manager, has announced the upcoming close of Origin Select Asset Fund and has introduced Arca II, a 255-unit multifamily development in Las Vegas.
Pallas Capital welcomes Emily Richard as vice president, wealth management by Released | Sep 11, 2026 Pallas Capital Advisors has announced that Emily Richard, vice president, wealth management, has joined the growing team of experienced independent wealth advisers and client relationship managers at the firm.
Old National’s high-net-worth wealth division names new president and new CIO by Released | Sep 10, 2026 Old National Bank has named Katie Florig as the next president and Tom Weizenegger as the next CIO of 1834, a division of Old National.
Simon Quick Advisors welcomes Justin Duke as managing director, client adviser in Dallas by Released | Sep 10, 2026 Simon Quick Advisors, an independent, employee-owned wealth management and multi-family office firm, has announced that Justin Duke has joined the firm’s Dallas office as managing director, client adviser.
Hightower Signature Wealth expands with addition of $1.6b AUM Boston Hill Advisors by Released | Sep 10, 2026 Hightower Advisors has announced that Boston Hill Advisors, part of the Hightower community since 2023, has joined Hightower Signature Wealth (HTSW), Hightower’s fully integrated national wealth management practice.
DST fundraising reaches $6.5b, easing from last month but ahead of last year by Elise Mackanych | Sep 10, 2026 Delaware statutory trust (DST) fundraising has reached $6.48 billion as of August 2026, according to research from Mountain Dell Consulting.
