Savvy Wealth appoints Anshul Sharma as CIO by Released | Sep 24, 2025 Savvy Wealth, a digital-first platform for financial advisers, has announced the appointment of Anshul Sharma as CIO. Sharma, a wealth management veteran with more than 25 years of experience building multi-billion-dollar investment platforms, will lead Savvy’s investment office as the firm scales past $3 billion in assets under management (AUM).
Cologix expands digital infrastructure footprint in Toronto via CIM Group’s data center interests by Released | Sep 24, 2025 Cologix, a network-neutral interconnection and hyperscale edge data center company in North America, has acquired full ownership of TOR4, a purpose-built hyperscale data center in Toronto, through the purchase of CIM Group’s partnership interests.
Chilton Trust appoints Jennifer Lee as president and CEO by Released | Sep 24, 2025 Chilton Trust, an independent wealth management firm and national trust bank, has announced that Jennifer Lee has been named president and CEO, effective Oct. 6.
Deutsche Bank launches first evergreen private markets fund with DWS, Partners Group by Kali Persall | Sep 24, 2025 Deutsche Bank has unveiled plans to launch a new private markets fund in collaboration with DWS and Partners Group, accessible exclusively to the bank’s qualified private clients — particularly those in the European Economic Area and Switzerland.
J.W. Coons Advisors joins MAI Capital Management by Released | Sep 23, 2025 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of J.W. Coons Advisors. Terms of the transaction were not disclosed.
Real assets industry veterans launch September Search Partners by Released | Sep 23, 2025 September Search Partners, a boutique executive search firm specializing in leadership recruitment across real assets sector has announced its official launch.
Parkview Financial’s Paul Rahimian on how the Fed’s latest rate cut impacts real estate lending by Andrea Zander | Sep 23, 2025 On Sept. 17, 2025, the Federal Reserve cut interest rates, a move that raised fresh questions for lenders and real estate markets.
Heitman’s Caleb Mercer on why Europe’s alternative real estate is drawing U.S. investors by Andrea Zander | Sep 23, 2025 In an interview with Caleb Mercer, managing director of European private equity at Heitman, he discusses the market forces driving this shift — from attractive valuations and macroeconomic stability to structural supply/demand imbalances across housing, student accommodation, senior living and self-storage.
Multifamily development sees declines in August by Elise Mackanych | Sep 23, 2025 Housing starts decreased by 8.5 percent in August, according to data from the U.S. Department of Housing and Urban Development.
Blackstone Real Estate announces key leadership appointments by Andrea Zander | Sep 22, 2025 Blackstone has made several senior leadership updates within its real estate business.
The Institute for Portfolio Alternatives honors industry leaders at IPAVision 2025 by Released | Sep 22, 2025 The Institute for Portfolio Alternatives (IPA) proudly recognized 11 outstanding individuals whose leadership and dedication have made a lasting impact on the alternative investments industry during its flagship IPAVision 2025 conference in Boston.
Morgan Stanley announces reduction in deferral rates for its advisers in 2026 by Elise Mackanych | Sep 22, 2025 Morgan Stanley has announced a reduction in deferral rates for advisers, effective next year, resulting in an increase in overall compensation for its nearly 15,000 brokers, according to Advisor Hub.
Alternatives are becoming mainstream, according to McKinsey and Co. by Elise Mackanych | Sep 22, 2025 As the asset management industry is evolving, conventional growth is not as mainstream as it once was, according to McKinsey and Co.’s report Asset Management 2025: The great convergence.
CBRE Investment Management research reveals global real estate secondaries market reaches $24.3b in 2024 by Released | Sep 22, 2025 CBRE Investment Management (CBRE IM) has released new research revealing that the value of transactions closed in the global real estate secondaries market reached a record high of approximately $24.3 billion in 2024 – a 3.8 percent increase from 2023.
Northern Trust Asset Management appoints Anwiti Bahuguna as global co-CIO by Released | Sep 19, 2025 Northern Trust Asset Management, a global investment management firm with $1.3 trillion in assets under management as of June 30, 2025, has appointed Anwiti Bahuguna as global co-CIO.
