Shweta Narasimhadevara resigns from State Street Global Advisors by Andrea Zander | May 27, 2025 Shweta Narasimhadevara has plans to resign from State Street Global Advisors (SSGA) after three years at the firm, according to RIA Biz.
Jordan Burgess named head of wealth advisory managed solutions at Fidelity by Andrea Zander | May 27, 2025 Jordan Burgess has been named head of wealth advisory managed solutions at Fidelity, reported Citywire.
Origin Investments announces multifamily DST in Charlotte, N.C. by Released | May 27, 2025 Origin Investments, a multifamily real estate fund manager and investment solutions provider, has completed its third acquisition as part of its Origin Exchange Delaware Statutory Trust (DST) investment program launched in June 2024.
Lido Advisors partners with HPS Investment Partners by Released | May 27, 2025 Lido Advisors, a wealth advisory firm with more than $30 billion in assets under management (AUM), has announced a strategic partnership with investment funds managed by HPS Investment Partners, a leading global alternative investment firm with approximately $150 billion in AUM.
Prosperity Capital Advisors appoints new co-CEO and co-CFO by Released | May 27, 2025 Prosperity Capital Advisors, an SEC-registered investment adviser that helps simplify holistic wealth management for advisers and the clients they serve, has announced the appointments of Stan Milovancev as co-CEO and Scott Rister as co-president and CFO.
Blue Owl, Crusoe, Primary Digital Infrastructure JV secure $7b construction loan to develop AI data center by Denise Moose | May 27, 2025 Blue Owl Capital, Crusoe and Primary Digital Infrastructure have secured a $7.1 billion construction loan to fund the second phase of a $15 billion joint venture to fund a 1.2-gigawatt AI data center in Abilene, Texas.
MSCI: Exploring the impact of tariffs and geopolitical uncertainty by Andrea Zander | May 23, 2025 Investment from both domestic and overseas investors slowed in the first quarter, as the impact of geopolitical uncertainty meant a more muted start to the year than might have been expected after a buoyant end to 2024.
Argosy Real Estate Partners acquires industrial opportunity zone project in Reno, Nev. by Elise Mackanych | May 23, 2025 Argosy Real Estate Partners, The Krausz Companies and WG Group have closed on the acquisition of a 19-acre site for an industrial building in Reno, Nev.
KraneShares Advisors launches Strategic Wealth Model Portfolios by Released | May 23, 2025 Krane Funds Advisors, an asset management firm known for its global exchange-traded funds (ETFs), has announced the launch of the KraneShares Strategic Wealth Model Portfolios.
LPL Financial appoints key leadership roles by Released | May 23, 2025 LPL Financial, a wealth management firm, has appointed Tara Thompson Popernik as executive vice president and head of wealth planning.
MSCI and Intapp collaborate to streamline private market access by Released | May 22, 2025 MSCI and Intapp have entered a memorandum of understanding to form a strategic collaboration that will streamline how private market professionals can discover, analyze and act on opportunities.
United States tops wealth growth, but investors are seeking opportunities abroad by Released | May 22, 2025 Despite a turbulent start to 2025, the United States continues to stand as the world’s foremost private wealth hub. Home to more than 6 million high-net-worth individuals with investable wealth of $1 million or more, the country commands an extraordinary 34 percent of global liquid wealth and houses 37 percent of the world’s millionaire population.
Alternative assets offer potential $1.3t in growth, but investors still lack trust, funds and awareness by Released | May 22, 2025 From collectibles like art, fine wine, and sports memorabilia to traditional private market investments such as private equity, infrastructure, and timberland, alternative assets have attracted growing attention in recent years.
Angeles Wealth Management appoints Cameron Rogers as partner by Released | May 22, 2025 Angeles Wealth Management, a national wealth management firm serving generationally wealthy families, has announced the appointment of Cameron Rogers as partner.
CIM Group appoints Matthew Borstein as managing director by Released | May 22, 2025 CIM Group has announced that Matthew Borstein has joined the firm as managing director, co-head of credit, in a continued expansion of the firm’s credit team and platform.
