Callan Family office expands financial administration division to support ultra-high-net-worth families and other single-family offices by Released | Feb 26, 2024 Callan Family Office has broadened its capabilities with the expansion of its financial administration division.
CIO of global gold advisory firm explores theoretical arguments for investing in gold by Andrea Zander | Feb 26, 2024 Gold investing can address different investor goals from purchasing power protection, the diversification investor, the defensive investor, or the speculator, said Axel Merk, president and CIO of Merk Investments.
Chicago and Houston are cities with the most people in financial distress by Andrea Zander | Feb 23, 2024 Chicago and Houston were named the No. 1 and 2 cities with the most people in financial distress, according to WalletHub.
Mercer Advisors hires new CFO by Released | Feb 23, 2024 Mercer Global Advisors has named Gün Keresteci as its new CFO.
Beth Hammack to leave Goldman Sachs by Andrea Zander | Feb 23, 2024 Beth Hammack, a 30-year Goldman Sachs veteran who co-leads the bank’s global financing group, is leaving the company.
Wintrust Financial Corp., LPL Financial announce strategic relationship by Released | Feb 23, 2024 LPL Financial Holdings announced an agreement to transition support of the wealth management business of Wintrust Investments.
BMO adds to private wealth team by Andrea Zander | Feb 23, 2024 Canada’s Bank of Montreal (BMO) has made several new appointments in its private wealth team, reported numerous media outlets.
Keebeck Wealth Management partners with iCapital to expand investment opportunities for entrepreneurs and families by Released | Feb 23, 2024 Keebeck Wealth Management has formed a partnership iCapital.
Cove Capital Investments acquires all-cash/debt-free retail center by Released | Feb 23, 2024 Cove Capital Investments has completed the acquisition of an all-cash/debt-free multitenant retail center in Birmingham, Ala.
Allianz X and Constellation Wealth Capital invest $450m in AlTi Global by Lewis Dayton | Feb 23, 2024 Allianz X, and Constellation Wealth Capital have invested $450 million in AlTi Global.
Accordant ODCE Index Fund added to leading RIA custodian platforms by Released | Feb 22, 2024 Accordant ODCE Index Fund now available on four of the largest registered investment adviser custodian platforms.
Blackstone reports latest returns, holdings allocation for BREIT by Lewis Dayton | Feb 22, 2024 The Blackstone Real Estate Income Trust (BREIT) has reported its latest results as of Jan. 31, 2024, showing that BREIT Class I has generated a 10.5 percent annualized return to Jan. 31 from its inception in 2017, as well as a 0.6 percent year-to-date return.
Brookfield starts discussions regarding the launch of its sixth infrastructure fund by Lewis Dayton | Feb 22, 2024 After closing Brookfield Infrastructure Fund V (BIF V) with $30 billion of committed capital, Brookfield Asset Management is starting early-stage discussions about its next infrastructure fund, reported Bloomberg.
Hub International expands access to retirement plans for businesses with less than 100 employees by Released | Feb 22, 2024 HUB Retirement and Private Wealth has launched the HUB Retirement Select PEP.
Amerant Investments partners with iCapital to expand access to alternative investment opportunities by Released | Feb 22, 2024 Amerant Investments, a wholly owned subsidiary of Amerant Bank, has entered into a strategic relationship with iCapital.
