Stockbridge Partners with iCapital by Released | Mar 19, 2025 Stockbridge has formed a partnership with iCapital.
GCM Grosvenor expands individual investor distribution platform with strategic joint venture by Released | Mar 19, 2025 GCM Grosvenor has formed a strategic joint venture to establish a premier individual investor distribution platform focused on the registered investment adviser (RIA), independent broker-dealer, and family office channels.
Excel Group Partners with Ares Management to invest in hotel portfolio by Released | Mar 18, 2025 Excel Group has partnered with Ares Management Real Estate Secondaries funds to invest in a portfolio of Excel-owned Marriott and Hilton branded hotels.
Former Schwab executive launches RIA platform by Andrea Zander | Mar 18, 2025 Chris Miller, with an extensive career spanning over 20 years in financial services, has launched EliteGate Wealth, a new advisory platform based in Austin, Texas.
FNEX launches alternatives marketplace for wealth managers by Released | Mar 18, 2025 FNEX has launched FNEX Alternatives Market, a platform designed to provide wealth managers with access to alternative investment opportunities.
UBS awards CEO Ermotti $17m as executive compensation draws attention by Andrea Zander | Mar 18, 2025 UBS CEO Sergio Ermotti was awarded nearly 15 million Swiss francs ($17 million) for 2024, keeping his pay below the maximum allowed amid scrutiny over banker compensation in Switzerland, reported AdvisorHub.
Rising uncertainty and trade tensions push U.S. recession risk to 25 percent by Andrea Zander | Mar 18, 2025 Eric Lascelles, chief economist at RBC Global Asset Management, noted in a Wealth Professional article that while a recession isn’t imminent, uncertainty is rising due to factors like the U.S.-Canada trade war and global interest rate dynamics.
DST equity raises decline in February but remain strong year-over-year by Andrea Zander | Mar 18, 2025 The equity raise for Delaware statutory trust offerings in February 2025 was approximately $531.2 million, a 12.5 percent drop from the $607.1 million equity raised in January, according to AltsWire, citing Mountain Dell Consulting data.
UBS hires private wealth adviser Lin Reynolds in New York City by Released | Mar 17, 2025 Lin Reynolds will be joining UBS as a private wealth adviser.
Principal Asset Management appoints global head of real estate research and strategy by Released | Mar 17, 2025 Principal Asset Management announced that Richard Hill has joined the firm as global head of real estate research and strategy.
Ferguson Partners and Curzon announce new global partnership by Released | Mar 17, 2025 Ferguson Partners and Curzon have formed a partnership.
LinePoint Partners & Co. launches family office firm by Released | Mar 17, 2025 Robertino Coury, CEO, and Andrew Sternlight, President and CIO, announced the launch of LinePoint Partners & Co., a privately-held family office firm bringing together seasoned industry executives who have collectively advised on more than $3 billion in ultra-high-net-worth (UHNW) client assets in their prior roles.
Inland Real Estate, Devon completes self-storage facility in Springfield, Mass. by Released | Mar 17, 2025 Inland Real Estate Investment Corp. and Devon Self Storage have completed construction of a 59,837-square-foot class A self-storage facility located in Springfield, Mass.
North American M&A Activity Surges in 2024, reports ECHELON Partners by Andrea Zander | Mar 17, 2025 North American mergers and acquisitions continued to increase in number last year, rising by 14 percent last year to 366, according to figures from ECHELON Partners.
Morgan Stanley Investment Management closes fourth global infrastructure fund at $4.1b by Released | Mar 17, 2025 Morgan Stanley Infrastructure Partners (MSIP), the private infrastructure investment team within Morgan Stanley Investment Management (MSIM), has raised $4.1 billion for North Haven Infrastructure Partners IV (NHIP IV).
