Business leaders split on recession forecasts, finds JPMorgan Chase survey by Released | Jan 9, 2024 Small and midsize business leaders are sharing a more balanced outlook heading into 2024.
China: The big questions for macro policy this year by Andrea Zander | Jan 9, 2024 Oxford Economics has released its big questions report on China and macro policies.
Cambridge introduces new RIA firm, BridgePort, and hires Eddie Rollins as managing director by Released | Jan 9, 2024 Cambridge has launched BridgePort Financial Solutions.
Northern Trust Asset Management names co-head of wealth client group by Released | Jan 9, 2024 Northern Trust Asset Management (NTAM) has named Suzanne Casey as co-head of the wealth client group.
Mainstream accessible to alternative investments changes portfolio allocation by Andrea Zander | Jan 9, 2024 The ascent of alternatives has replaced the traditional Modern Portfolio Theory and 60/40 stock-bond allocation.
Fiera Capital appoints Maxime Ménard as president and CEO, Fiera Canada and Global Private Wealth by Released | Jan 9, 2024 Fiera Capital Corp. has appointed Maxime Ménard as president and CEO, Fiera Canada and Global Private Wealth.
Noble Investment Group holds a final close at $1b for its hospitality fund by Lewis Dayton | Jan 9, 2024 Noble Investment Group has held a final close at $1 billion for Noble Hospitality Fund V (Noble Fund V), surpassing its initial target.
Callan adds Sarie Diloné to alternatives consulting team by Released | Jan 9, 2024 Sarie Diloné joined Callan's alternatives consulting group as a vice president.
TAS announces final closing of fourth value-add development fund by Andrea Zander | Jan 9, 2024 TAS has held a final closing for its fourth value-add development real-estate fund.
Pelican Energy Partners announces acquisition of Container Technologies Industries by Released | Jan 8, 2024 Pelican Energy Partners Base Zero has acquired Container Technologies Industries (CTI) from a group of private shareholders.
Morgan Stanley Expansion Capital leads $34m Series C investment in Vortexa by Released | Jan 8, 2024 Vortexa has completed its $34 million Series C funding round.
Madison Wealth Management joins MAI Capital Management by Released | Jan 8, 2024 MAI Capital Management has acquired Madison Wealth Management.
Exchange-traded fund market attracts $598b in 2023 by Andrea Zander | Jan 8, 2024 In 2023, the exchange-traded fund (ETF) market experienced significant growth, attracting $598 billion in investments with the introduction of 520 new ETFs.
UBP’s Private Markets Outlook 2024: A year in transition for private markets by Andrea Zander | Jan 8, 2024 Swiss private bank Union Bancaire Privée has released its “Private Markets Outlook 2024” outlining how it sees 2024 as a year in transition for private markets.
Cliffwater names new head of portfolio solutions by Released | Jan 8, 2024 Philip Huber has been appointed as a head of portfolio solutions at Cliffwater.
