Venturi Private Wealth partners with Opto Investments to provide investment solutions by Released | May 7, 2025 Venturi Private Wealth, an independent wealth management firm and multi-family office serving entrepreneurs, ultra-high-net-worth (UHNW) individuals and families, and private foundations, has announced its partnership with Opto Investments, an unrelated third-party that provides a technology-led solution to simplify private markets investing and servicing for independent investment advisers and family offices.
CAZ Investments partners with iCapital to offer ownership of professional sports teams by Released | May 7, 2025 CAZ Investments has partnered with iCapital to deliver financial advisers and their clients streamlined access to one of its core investment strategies, ownership of professional sports teams.
General Atlantic and UBS group announce private credit focused partnership by Released | May 7, 2025 General Atlantic and UBS Group have announced a partnership focused on private credit opportunities. The collaboration between UBS and General Atlantic Credit (GA Credit) aims to enhance investing clients’ and borrowers’ access to a broader set of direct lending and other credit products.
MAI Capital Management partners with iCapital by Released | May 6, 2025 MAI Capital Management, a registered investment advisory firm, has announced a partnership with iCapital, a global fintech platform. Through the integration of iCapital’s technology into MAI’s custom platform, MAI’s in-house investment team can easily view, manage and administer clients’ existing and future alternative investments.
Industry veterans from Morgan Stanley join Americana Partners by Released | May 6, 2025 Houston-based Americana Partners, an independent wealth management firm with more than $9 billion in assets under management (AUM), has announced the addition of four industry professionals from Morgan Stanley's Houston office.
Ares Management raises $20b in first quarter of Q1 2025 by Elise Mackanych | May 6, 2025 Ares Management Corp. saw a large jump in fundraising activity in first quarter 2025. At $20 billion raised in gross new capital commitments, Ares saw its highest achieving first quarter, signifying optimism in the real estate sector for 2025.
Crewe Advisors announces key leadership changes by Released | May 6, 2025 Crewe Advisors has brought on Seth Merrill as CIO and partner, and the firm has appointed Dustin Thackeray as head of portfolio management.
T. Rowe Price Group seeks partnerships with alternative investment managers, according to Bloomberg by Elise Mackanych | May 6, 2025 Rob Sharps, CEO of T. Rowe Price Group, expects private assets to enter retirement accounts in the near future. Retirement investors are seeking to trade liquidity for return, given the long-term nature of the investments, said Sharps in a statement. Given this expectation, the firm is seeking partnerships with alternative investment managers.
Peachtree Group launches DST for 114-room hotel on the Jersey Shore by Elise Mackanych | May 5, 2025 Peachtree Group has launched a Delaware statutory trust (DST) to invest in the Residence Inn Ocean Township, a 114-room hotel on the Jersey Shore in New Jersey.
TPG launches sports investing business, TPG Sports by Released | May 5, 2025 TPG, a global alternative asset management firm, has announced the launch of TPG Sports, an investing business focused on partnering with companies, teams and sports leagues.
BKM Capital Partners, Kayne Anderson Real Estate for $1.5b JV to acquire high-growth light industrial real estate by Andrea Zander | May 5, 2025 BKM Capital Partners (BKM) and Kayne Anderson Real Estate, the real estate investment arm of Kayne Anderson, have entered into a $1.5 billion joint venture partnership focused on light industrial real estate.
Franklin Templeton appoints Jeff Masom as head of global wealth management alternatives by Elise Mackanych | May 5, 2025 Franklin Templeton has appointed Jeff Masom as head of global wealth management alternatives, while maintaining his role as head of U.S. distribution, as of May 1, 2025.
Adviser fees are expected to drop in the next two years, according to Cerulli Associates by Elise Mackanych | May 5, 2025 Advisers’ fees may begin to decrease, as clients are demanding additional services and lower fees, says ThinkAdvisor on a recent Cerulli Associates report.Â
Lido Advisors partners with Copperwynd Financial by Released | May 2, 2025 Lido Advisors, a wealth advisory firm with more than $29 billion in assets under management, has announced it will be partnering with Copperwynd Financial, a Scottsdale, Ariz., based registered investment adviser (RIA) focused on providing high-net-worth families with financial planning.
Blackstone launches private multi-asset credit and income fund by Released | May 2, 2025 Blackstone has announced the launch of Blackstone Private Multi-Asset Credit and Income Fund (BMACX), the firm’s first private multi-asset credit interval fund. Investors can now access BMACX through select registered investment advisers.
