Invesco appoints Keith Jones as global head of private markets by Elise Mackanych | Jul 11, 2025 Keith Jones joins Invesco as global head of private markets. Based in Denver, Jones will report to Emily Kulback, global head of product.
The Mather Group enters alliance with Independent Progressive Advisors by Released | Jul 11, 2025 The Mather Group (TMG) has announced it has entered a strategic alliance with Independent Progressive Advisors (IPA).
iCapital raises $820m in latest financing round by Released | Jul 11, 2025 iCapital, a global fintech company, has announced it has raised more than $820 million with the completion of its latest financing round co-led and funded by accounts advised by T. Rowe Price Associates and T. Rowe Price Investment Management and SurgoCap Partners, bringing the company’s valuation to more than $7.5 billion.
Modern Wealth Management reaches $8.5b with acquisition of Kaye Capital Management by Released | Jul 10, 2025 Modern Wealth Management, a registered investment advisory (RIA) firm, has announced an asset purchase agreement of El Segundo, Calif.–based Kaye Capital Management (KCM), a fee-only RIA with more than $700 million in assets under management and an additional $300 million in assets under advisement.
Transparency and investor protections are crucial as private markets expand access, says Ocorian by Released | Jul 10, 2025 Transparency and investor protection must be paramount as private markets open to retail investors, says Ocorian, a global provider of services to high-net-worth individuals and family offices, financial institutions, asset managers and corporates.
U.S. employees want access to private assets in retirement plans, according to Empower’s study by Released | Jul 10, 2025 Empower has released its Accelerating Access study, unveiling how American workers feel about having access to the same investment products as institutional investors.
Bernstein Private Wealth Management announces three new leaders for its UHNW team by Released | Jul 10, 2025 Bernstein Private Wealth Management, a unit of AllianceBernstein, has announced three new leaders to support its strategy for inorganic growth and ultra-high-net-worth (UHNW) expansion.
Silver reaches highest price in 13 years, says The Silver Institute by Released | Jul 10, 2025 Heightened geopolitical and economic uncertainties, along with positive price expectations, spurred silver investment in first half 2025.
Advisers increasingly rely on private markets amidst economic volatility, according to Blackstone survey by Elise Mackanych | Jul 9, 2025 After months of economic uncertainty, advisers are still significantly focused on volatility in public markets, according to Blackstone’s Advisor Pulse – Summer 2025.
Stanton Road Capital acquires infill IOS site in San Diego by Released | Jul 9, 2025 Stanton Road Capital (SRC) has acquired Expo Way Otay Mesa, a 7.43-acre infill industrial outdoor storage (IOS) site located in San Diego’s Otay Mesa submarket.
U.S. renters face higher costs and less support, according to The Joint Center for Housing Studies of Harvard University by Elise Mackanych | Jul 9, 2025 The U.S. housing market continues to face challenges in 2025, as rents increase and interest rates stay elevated, according to The Joint Center for Housing Studies of Harvard University’s 2025 The State of the Nation’s Housing.
ADISA appoints Jade Miller as the firm’s first CEO by Released | Jul 9, 2025 ADISA, a trade association for the alternative investments industry, has announced that Jade Miller has been appointed CEO.
Affluent investors double allocations to alternative investments, according to HSBC Investor Snapshot by Released | Jul 9, 2025 HSBC’s new Affluent Investor Snapshot 2025 reveals affluent investors doubled their allocations to alternative investments during the past year.
Institutional Real Estate, Inc. Appoints Doris Holinaty as Managing Director – Global Markets by Released | Jul 8, 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 Doris Holinaty as Managing Director – Global Markets.
Stonepeak expands its wealth management platform with appointment of Cindy Marrs as senior adviser by Released | Jul 8, 2025 Stonepeak, an alternative investment firm specializing in infrastructure and real assets, has announced the appointment of Cindy Marrs as a senior adviser.
