Emigrant Bank appoints Kenneth Eyler as managing director by Released | Jun 6, 2025 Emigrant Bank has announced that Kenneth Eyler has joined the firm as managing director.
Multifamily market on track for recovery amid tight housing access and demographic tailwinds by Andrea Zander | Jun 5, 2025 Multifamily continues to demonstrate signs of improvement with rental demand remaining robust, supported by limited homeownership accessibility and demographic tailwinds.
Global high-net-worth population rose by 2.6% in 2024, according to Capgemini by Released | Jun 5, 2025 The Capgemini Research Institute’s World Wealth Report 2025 has revealed the global population of high-net-worth individuals (HNWIs) rose by 2.6 percent in 2024.
Financial planners increase use of alternative investments by Released | Jun 5, 2025 Financial planners are significantly increasing their use of alternative investments, marking a notable shift in investment strategy amidst ongoing market volatility and economic uncertainty, according to the 2025 Trends in Investing Survey, conducted by the Journal of Financial Planning and the Financial Planning Association (FPA).
Advisors Asset Management appoints Lindsay DeGrazia as managing director by Released | Jun 5, 2025 Advisors Asset Management (AAM), an investment solutions provider, has announced the appointment of Lindsay DeGrazia as managing director, head of alternative investments distribution.
Caprock appoints Vivek Jindal as CIO by Released | Jun 5, 2025 Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has appointed seasoned investment professional Vivek Jindal as CIO.
Aztec Group appoints former Vanguard executive as chair by Released | Jun 4, 2025 Aztec Group, an international fund and corporate services provider to the alternative investments industry, has announced the appointment of former Vanguard executive Sean Hagerty as the organization’s new chair.
Chilton Trust launches Royal Palm Funds, a fund series for UHNW investors by Released | Jun 4, 2025 Chilton Trust, a privately owned, independent wealth management firm and national trust bank, has announced the launch of its Chilton Trust Royal Palm Funds, a fund series comprising a highly curated, select group of outside managers.
Larry Restieri is appointed CEO of Hightower by Released | Jun 4, 2025 Hightower has announced that Larry Restieri has been appointed CEO and member of the board of directors, succeeding Bob Oros, firm CEO since 2019.
Ocorian acquires the fund solutions team from Element 78 Partners by Released | Jun 4, 2025 Ocorian — a global provider of fund and corporate administration services and regulatory solutions to financial institutions, asset managers, corporates and high net-worth individuals — has announced an agreement to acquire the Fund Solutions division of Element 78 Partners (E78), a professional services provider headquartered in Chicago.
Evercore Wealth Management announces leadership positions in San Francisco office by Released | Jun 4, 2025 Evercore Wealth Management has announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred “Winnie” Yam.
Arv Private Wealth launches with support from LPL Strategic Wealth by Released | Jun 3, 2025 LPL Financial has announced that financial advisers Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth.
Arax Investment Partners acquires Schechter Investment Advisors by Released | Jun 3, 2025 Arax Investment Partners, a wealth and asset management platform company backed by RedBird Capital Partners, announced that it has acquired Schechter Investment Advisors (SIA).
Partners Group hires Anastasia Amoroso as chief investment strategist for private wealth and retirement by Released | Jun 3, 2025 Partners Group has appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.
EQT announces executive committee changes by Released | Jun 3, 2025 EQT has announced the appointment of James Yu, who joined EQT in 2013 and most recently served as global head of EQT Capital Markets, as head of client relations and capital raising.
