Angie Fisher joins Core Spaces as director, funds management & operations by Lewis Dayton | Jun 5, 2024 Angie Fisher has been hired as director, funds management & operations at Core Spaces, according to her LinkedIn profile.
Bite Investments partners with Intapp to enhance investor management by Released | Jun 5, 2024 Intapp, a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced a new partnership with Bite Investments, a SaaS provider for the private markets and alternative investments industry.
Cohen & Steers appoints head of wealth management consulting group by Lewis Dayton | Jun 5, 2024 Cohen & Steers, a leading global investment manager specializing in real assets and alternative income, has named Daniel Noonan as executive vice president and head of the Wealth Management Consulting Group. In this role, Noonan will lead teams focused on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and retirement channels. He reports to Dan Charles, head of global distribution.
RBC appoints Donald Sanya CEO of U.S. asset-management business by Lewis Dayton | Jun 5, 2024 The Royal Bank of Canada (RBC) has appointed Donald Sanya as chief executive officer of its U.S. asset-management business, reported Carolina Wilson and Christine Dobby for Bloomberg.
JLL Income Property Trust fully subscribes $95m Diversified III DST by Released | Jun 5, 2024 Income Property Trust, an institutionally-managed daily NAV REIT with nearly $7 billion in portfolio equity and debt investments, announced that it has fully subscribed JLLX Diversified III, DST. The $95 million program was structured as a Delaware Statutory Trust designed to provide 1031 exchange investors the opportunity to reinvest proceeds from the sale of appreciated real estate, while also deferring taxes, maintaining allocation to real estate and the opportunity to realize long-term appreciation in a tax efficient manner.
The Bahnsen Group opens West Palm Beach, Fla., office by Released | Jun 4, 2024 The Bahnsen Group, a national wealth management firm with $5.5 billion in assets under management, has announced plans to open a new office in West Palm Beach, Florida.
Fuse Research takes a look at today’s alternative investment platforms by Lewis Dayton | Jun 4, 2024 A recent report from Fuse Research Network takes a look at various alternative investment platforms, including iCapital, CAIS, Yieldstreet, RealBlocks and others.
iCapital made investment fund manager for Prime Quadrant’s alts access funds by Released | Jun 4, 2024 iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, has announced that iCapital Network Canada Ltd. (iCapital Canada), a Canadian investment fund manager and affiliate of iCapital group, has been appointed investment fund manager in Canada for Prime Quadrant Alternative Investment Access Funds, where iCapital will provide all administrative functions associated with managing these funds. Prime Quadrant is a leading trusted adviser and consulting firm for ultra-high-net-worth families in both Canada and the United States.
Connectus Wealth Advisers joins The Colony Group by Released | Jun 4, 2024 Focus Financial Partners has announced that five U.S.-based business lines within partner firm Connectus Wealth Advisers have formally joined Focus firm The Colony Group, LLC.
IDB Lido Wealth makes three new hires as part of strategic expansion by Released | Jun 4, 2024 IDB Lido Wealth, a joint venture between IDB Bank and Lido Advisors, has announced its strategic expansion to include three industry professionals. As part of this expansion, IDB Lido Wealth, an SEC Registered Investment Adviser (RIA) since December 2022, will continue to grow its national presence across strategic tier 1 markets, including New York and Florida.
Decarbonization market requires new entrants to achieve net zero by 2050 objectives by Kali Persall | Jun 4, 2024 Private markets have a key role to play in meeting the level of investment required to achieve net-zero transition goals by 2050, William Barrett, managing partner at Reach Capital, noted in the company’s latest 2024 Private Markets Decarbonization Market Study.
Commercial real estate insurance costs total $92.9b in 2023 by Andrea Zander | Jun 3, 2024 There were $28 billion extreme weather events with estimated commercial real estate insurance costs totaling $92.9 billion in 2023, according to Deloitte’s 2024 Financial Services Industry Predictions.
J.P. Morgan Asset Management hires head of U.S. investment specialists by Released | Jun 3, 2024 Shayan Hussain has joined J.P. Morgan Asset Management as head of U.S. investment specialists within the firm's global fixed income, currency & commodities (GFICC) team.
Mercer Advisors makes institutional-grade private markets investing available to families by Released | Jun 3, 2024 Mercer Advisors has expanded its private markets offering with the launch of the Aspen Partners platform.
Ashford Securities hires Neel Patel as senior director of national accounts by Lewis Dayton | Jun 3, 2024 Ashford Securities, a capital-raising platform for investment opportunities advised by Ashford, has hired Neel Patel as its new senior director of national accounts.
