Mercury appoints Jeff Davis as partner, origination & project management by Released | Jul 10, 2024 Mercury Capital Advisors, a leading global placement and advisory firm and a subsidiary of Investcorp, today announced that Jeff Davis has joined the firm as a partner based in New York. As a senior member of the firm, Davis will lead North American private equity and private credit origination, client relationships and project management.
Bernstein Private Wealth promotes two managing directors by Released | Jul 9, 2024 Bernstein Private Wealth Management, a unit of AllianceBernstein, has announced the promotions and appointment of managing directors in two key markets: Amy Botkin in Atlanta and Ben Moscowicz in Miami. Botkin and Moscowicz, who are principals of the firm, will be responsible for overseeing private wealth advisory, operations and growth of the business in their respective regions.
Victory Capital and Amundi reach definitive agreement by Released | Jul 9, 2024 Victory Capital Holdings has announced that it has reached a definitive agreement with Amundi for their previously announced transaction.
Griffin Capital sells Heritage multifamily community for $80m by Lewis Dayton | Jul 9, 2024 Griffin Capital Company has sold the Heritage on the Merrimack 240-unit multifamily community located in Bedford, N.H., reported theDIwire.
Former Edward Jones financial advisers launch Uptick Partners by Lewis Dayton | Jul 9, 2024 Steve Barber, Jason Barber and Taylor Pankratz have launched Uptick Partners, a support platform to service advisers looking to go independent, reported Diana Britton for WealthManagement.
RBC Global Asset Management promotes Jessica Rausch to COO by Lewis Dayton | Jul 9, 2024 Jessica Rausch has been appointed COO of the Royal Bank of Canada’s U.S. global asset management business, Reuters reported.
UBS creates GWM Solutions and Unified Global Alternatives by Lewis Dayton | Jul 8, 2024 UBS is boosting its offerings to ultra-rich clients by creating a new unit, GWM Solutions, to integrate various client offerings, such as investment management, lending, family and institutional wealth management and alternative investments, reported Noele Illien and Oliver Hirt for Reuters.
GAM hires co-head/co-CIO of GAM Alternatives by Lewis Dayton | Jul 8, 2024 GAM has hired Randel Freeman to be its co-head/co-CIO of GAM Alternatives, where he will work with head of investment and products Albert Saporta, Dylan Lobo reported for CityWire.
B. Riley Financial acquires Interface Consulting International by Released | Jul 8, 2024 B. Riley Financial has announced it has acquired the assets of Interface Consulting International, a leading engineering and construction consulting and expert services firm. Interface Consulting specializes in troubled projects, from providing in-depth analysis and expert testimony in litigation, arbitration, mediation and disputes to offering project planning guidance and execution. The firm serves a variety […]
Timbercreek Capital launches Timbercreek Alternatives by Released | Jul 8, 2024 Timbercreek Capital, one of Canada’s leading alternative asset class investment managers, has announced the launch of Timbercreek Alternatives, a new subsidiary that will bring relevant and unique alternative investment offerings to the wealth management, high-net-worth and family office investor channels. This builds on and leverages TCAP’s 24-year track record sourcing, acquiring and repositioning commercial real estate assets.
