Certuity names Mariia Eroshin as partner by Released | Jan 31, 2025 Certuity, a multifamily office that serves high-net-worth and ultra-high-net-worth individuals and families, has promoted managing director Mariia Eroshin to partner.
Argosy Real Estate Partners estimates $2.6b in total economic impact from its Opportunity Zone projects by Elise Mackanych | Jan 31, 2025 Argosy Real Estate Partners (Argosy), a private real estate investment manager focused on the lower middle market, has announced the findings of its Opportunity Zone Economic Impact Analysis.
Global assets value achieves new record of $246.8t, says Ocorian’s Global Asset Monitor by Elise Mackanych | Jan 31, 2025 The total market value of eight of the largest asset classes hit a new record of $246.8 trillion at the end of 2024, shows Ocorian’s Global Asset Monitor.
Blackstone PWS raises $28b in 2024, $630m from Canadian investors for BXPE by Andrea Zander | Jan 31, 2025 Blackstone Private Wealth Solutions (PWS) has raised $28 billion raised in 2024, including $23 billion for the perpetual vehicles – nearly double what was raised from individuals in those strategies in 2023.
The office sector sees promising hope from investors after years of post-pandemic struggles by Elise Mackanych | Jan 31, 2025 After struggling since the pandemic, the U.S. office sector sees hope as investor activity increases, according to the Wall Street Journal.
NewEdge Wealth appoints two new managing directors by Released | Jan 31, 2025 NewEdge Wealth, a high-net-worth investment adviser, has appointed two new managing directors in North Carolina and Atlanta, according to a news release Jan. 29.
Alternatives will thrive in the adviser-oriented wealth management market, according to Fuse by Released | Jan 31, 2025 The adviser-oriented wealth management market is the next big frontier for alternatives, with asset managers tailoring hedge, private equity, private debt and other strategies to appeal to high-net-worth and affluent investors.
Sequoia Financial Group acquires Carlson Capital Management by Released | Jan 31, 2025 Sequoia Financial Group to acquire Carlson Capital Management.
Fifth Wall launches new broker-dealer Fifth Wall Securities by Released | Jan 31, 2025 Fifth Wall has launched Fifth Wall Securities, a Financial Industry Regulatory Authority (FINRA) registered broker-dealer.
New Mountain Capital launches wealth solutions team and platform by Released | Jan 30, 2025 New Mountain Capital has launched New Mountain Wealth Solutions, a new platform to support RIAs and their clients.
