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.
Desert Sky Advisors joins Steward Partners in Arizona by Released | Jun 3, 2025 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced that Desert Sky Advisors — a private wealth advisory practice providing personalized, goals-based financial advice — has joined its platform, establishing the firm’s first office in Arizona.
Partners Group launches royalties evergreen fund by Elise Mackanych | Jun 2, 2025 Partners Group has launched an evergreen fund for the wealth market. This fund, investing in royalties, will invest alongside an existing evergreen fund for institutional royalties.
Citi Private Bank appoints Chris Biotti as head of North America by Elise Mackanych | Jun 2, 2025 Chris Biotti has been appointed head of Citi Private Bank for North America, where he began in late May.
Focus Financial Partners acquires Churchill Management Corp. by Released | Jun 2, 2025 Focus Financial Partners, an interdependent partnership of wealth management, business management and related financial services firms, has announced that Focus Partners Wealth will acquire Churchill Management Corp. in a transaction expected to close in the third quarter of 2025, subject to customary closing conditions.
Experiential anchors and foot traffic-focused strategies drive retail revival by Andrea Zander | Jun 2, 2025 Malls in the U.S. are experiencing a resurgence, specifically by a shift in anchor tenant strategy at assets, with malls increasingly embracing experiential venues, restaurants, and fitness centers alongside traditional department stores, according to Placer.ai.
Global real estate managers hold more than $5.1 trillion in AUM by Loretta Clodfelter | Jun 2, 2025 The real estate investment management industry represents several trillion dollars in assets under management globally, according to the IRE.IQ Real Estate Managers Guide, released May 29, 2025.
