Hyperion Partners joins MAI Capital Management by Kali Persall | Oct 28, 2024 Hyperion Partners has become part of MAI Capital Management.
Wealth.com strikes partnership with Independent Advisor Alliance by Released | Oct 25, 2024 Wealth.com, an end-to-end estate planning platform, has entered a strategic partnership with Independent Advisor Alliance (IAA), a hybrid firm focused on empowering financial advisers to succeed as independent business owners.
HSBC plans restructuring to divide operations into eastern and western markets by Kali Persall | Oct 25, 2024 HSBC has plans to divide its operations into eastern and western markets to cut costs and navigate rising geopolitical tensions between China and the West, according to The Guardian.
Savvy Advisors grows team with wealth managers Craig Austad and Eric Passin by Kali Persall | Oct 25, 2024 Savvy Advisors, a registered investment advisor (RIA) affiliated with Savvy Wealth, has hired two experienced wealth managers, Craig Austad and Eric Passin.
Robert Mayes rejoins Ferguson Partners as senior managing director by Kali Persall | Oct 25, 2024 Ferguson Partners, a talent management and strategic advisory firm for global real assets industries, has appointed Robert Mayes as senior managing director.
Lido to combine with Pegasus Partners to strengthen UHNW offering by Released | Oct 25, 2024 Lido Advisors, a wealth advisory firm, is partnering with Pegasus Partners, a Wisconsin-based registered investment adviser.
Sanctuary Wealth joins forces with BNY Pershing by Kali Persall | Oct 24, 2024 Indianapolis-based Sanctuary Wealth is expanding its multi-custodial wealth management platform through a new partnership with BNY Pershing, according to Alternatives Watch.
Pinnacle Partners locks in $90m for latest qualified opportunity zone fund, invests in four residential projects by Kali Persall | Oct 24, 2024 Pinnacle Partners has closed its latest qualified opportunity zone fund, Pinnacle Partners Opportunity Zone Fund VIII, at $90 million. The fund had a target of $200 million, according to filings with the SEC.
Monark raises $2.2m in seed round led by Garuda Ventures by Kali Persall | Oct 24, 2024 Monark, a fintech startup that embeds private market investments and trading solutions within traditional brokerage and wealth platforms, has announced a $2.2 million seed round led by Garuda Ventures.
Croatan Investments expands fundraising team with appointment of Wink Ewing by Released | Oct 24, 2024 Croatan Investments, a rental housing investment manager for private wealth and institutional capital, has appointed Wink Ewing as senior vice president of capital markets.