King Street Capital Management appoints Philip Brown as managing director, U.S. research by Released | Jul 8, 2025 King Street Capital Management, a global alternative investment firm, has announced that Philip Brown has joined the firm as a managing director on the U.S. research team.
GoldenTree announces launch of Opportunistic Credit Fund by Released | Jul 8, 2025 GoldenTree Asset Management has announced the upcoming launch of GoldenTree Opportunistic Credit Fund (GTOC).
CIM Group appoints Paul Weisenfeld as head of national accounts by Released | Jul 8, 2025 CIM Group has announced that Paul Weisenfeld has joined the firm as head of national accounts as it continues to grow its private wealth group.
State Street Global Advisors rebrands to State Street Investment Management by Released | Jul 7, 2025 State Street Global Advisors, the asset management business of State Street Corporation, hasannounced its new brand name: State Street Investment Management.
Northern Trust Wealth Management appoints Abel Montañez as president of the West Region by Released | Jul 7, 2025 Northern Trust Wealth Management has appointed Abel Montañez as president of the West Region. Montañez, who has nearly 25 years of financial services experience, will lead an integrated team that delivers investment management, trust and estate planning, private and business banking and financial consulting for clients.
Steward Partners acquires Consilium Wealth Management and appoints John Seo as partner by Released | Jul 7, 2025 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced the acquisition of Consilium Wealth Management, adding $1.1 billion in assets to Steward Partners’ platform in its Legacy Division.
JPMorgan Chase expands its global private bank with appointment of David Frame as global CEO by Elise Mackanych | Jul 7, 2025 JPMorgan Chase has appointed David Frame as global CEO of its private bank, a newly developed role, as of early July.
Focus Financial Partners acquires $5.6b Bordeaux Wealth Advisors by Elise Mackanych | Jul 7, 2025 Focus Financial Partners has acquired Bordeaux Wealth Advisors, according to an announcement on LinkedIn.
Mercer Advisors acquires O’Brien Wealth Partners by Released | Jul 3, 2025 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of O’Brien Wealth Partners, a Waltham, Mass.-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits.
INREIT fully subscribed $85.7m DST offering by Released | Jul 3, 2025 Invesco Real Estate Income Trust (INREIT), an institutionally managed public non-listed REIT, announced it has fully subscribed IREX II Self-Storage Portfolio Delaware Statutory Trust (DST), which raised $85.7 million in aggregate.
Orion and iCapital provide independent advisers with access to alternative investments by Released | Jul 3, 2025 Orion, a provider of innovative wealthtech solutions for financial advisers and enterprise firms, and iCapital, a global fintech platform, have announced an enhanced collaboration that deliver results for independent advisers across the Orion ecosystem.
Cetera introduces alternative investment allocation models by Released | Jul 3, 2025 Cetera has introduced the first of several alternative investment allocation models designed specifically for advisers who want to provide alternative investments to their accredited-investor clients.
Calamos and Aksia launch Calamos Aksia Private Equity & Alternatives Fund by Released | Jul 2, 2025 John Koudounis, president and CEO of Calamos, an alternatives manager, has announced the launch of the Calamos Aksia Private Equity & Alternatives Fund.
Monroe Capital and AIP Capital announce aircraft leasing venture by Released | Jul 2, 2025 Monroe Capital and AIP Capital have announced a venture where Monroe will seek to acquire a diversified aircraft leasing portfolio of up to $1 billion of investments, consisting of mid-life aircraft on long term lease to airlines globally.
Madison Capital Markets appoints key leadership roles by Elise Mackanych | Jul 2, 2025 Madison Capital Markets has appointed Jeff Kremin as president and Lee Bastidas as executive president, national accounts.
