Sound Point partners with CAIS by Released | Dec 5, 2025 Sound Point Capital Management has formed a partnership with CAIS.
UBS Appoints Justin Frame to lead Tucson, Ariz., office by Released | Dec 5, 2025 UBS Global Wealth Management announced that Justin Frame, managing director and market executive for the Pacific Desert Market, has added the responsibility of the UBS Tucson, Ariz., office.
BridgePort and Segal Marco Advisors bring digital innovation to private investment solutions by Released | Dec 5, 2025 BridgePort, a financial technology company that provides bespoke technology and infrastructure solutions to clients across the private markets value chain, has entered into an agreement with Segal Marco Advisors, a U.S.-based investment consultancies.
Quotient Wealth Partners, TritonPoint Wealth form joint partnership with Opto Investments by Released | Dec 4, 2025 Quotient Wealth Partners and TritonPoint Wealth have announced a joint partnership with Opto Investments, a technology-driven solution that streamlines the entire private markets lifecycle and enables wealth managers to build, fundraise for and manage programs at scale.
Mercer Advisors grow presence with $1b Glass Jacobson wealth advisers by Released | Dec 4, 2025 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Glass Jacobson Wealth Advisors, a Maryland-based wealth management firm with deep tax expertise and approximately $1 billion in assets under management.
Capital Group and KKR advance partnership to deliver retirement and wealth solutions by Released | Dec 4, 2025 Capital Group and KKR have announced an expansion of their strategic partnership to deliver new, integrated retirement and wealth solutions. The collaboration builds on their successful launch of public-private investment strategies in 2025.
Institutional Real Estate, Inc. appoints John Cech as managing director – IRE.IQ by Released | Dec 4, 2025 Institutional Real Estate, Inc. (IREI), the 38-year-old independent publisher of news and analysis for the institutional real estate investment community, today announced the appointment of John Cech as Managing Director – IRE.IQ.
TOC-23 launches to redefine the ultra-high-net worth client experience by Released | Dec 4, 2025 The Oglethorpe Collective (TOC-23) has launched as an investment partnership and multi-family office dedicated to providing world-class service to entrepreneurs and ultra-high-net-worth families.
Cresset expands presence in Houston with $1.4b advisory team by Released | Dec 3, 2025 Cresset has announced it is expanding its Houston office with the addition of a wealth advisory team led by Michael Ellington, Zach Gardner and Danique van der Velden.
Steve Kirschner joins Editorial Advisory Board of Real Assets Adviser by Elise Mackanych | Dec 3, 2025 Real Assets Adviser has announced the appointment of Steve Kirschner to the Real Assets Adviser Editorial Advisory Board.
Pantheon Investments and Thryve Wealth Management partner to expand wealth strategy for entrepreneurs and HNW investors by Released | Dec 3, 2025 Thryve Wealth Management, an independent registered investment adviser providing a fiduciary model that incorporates advanced planning and innovative traditional portfolio management solutions, and Pantheon Investments, an alternative wealth platform for entrepreneurs and accredited investors, have announced a strategic partnership to pair Thryve’s robust wealth management expertise with Pantheon’s ecosystem of alternative private equity offerings, tax-optimized structures and virtual family office (VFO) capabilities.
Citco opens Kansas office to support expanded retail alternatives offering by Released | Dec 3, 2025 The Citco Group of Companies, a leading asset-servicer to the alternative investment industry, has announced the opening of a new office in Overland Park, Kan., to support its expansion into the retail alternatives market.
Stonepeak acquires student housing portfolio by Released | Dec 3, 2025 Stonepeak, an alternative investment firm specializing in infrastructure and real assets, has announced the acquisition of a portfolio of three purpose-built student housing assets with approximately 2,300 beds in partnership with Cardinal Group.
Ares Management introduces Marq to further unify its global logistics platform within its real estate business by Released | Dec 2, 2025 Ares Management Corp., a global alternative investment manager, has announced that it is consolidating its global logistics real estate platforms under a single brand, Marq Logistics.
Wells Fargo acquires $3b Munster Freeman Group by Elise Mackanych | Dec 2, 2025 Wells Fargo has acquired $3 billion private wealth team, the Munster Freeman Group.
