News, Comment & Analysis results for Partners Group
Who’s Moving Where In Wealth Management? – InspereX, Partners Group
The latest moves, appointments and personnel changes in wealth management for North America.
Mercer Buys Massachusetts-Based Wealth Manager
Mercer has been one of the more vigorous acquirers of wealth management firms in North America
Mercer Taps Into Oklahoma's Promise
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $71 billion in
Switzerland-Headquartered Partners Group Continues US Expansion
Partners Group is one of a number of private market investment firms that has become involved in
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Mercer Advisors Adds Nearly $1 Billion With New Acquisitions
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large
New Family Office Group Launched, No M&A Intentions
Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the
Mercer Advisors Names New Client Development Head
Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a
Mercer Advisors Targets Tennessee
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the
BlackRock, Partners Group Combine Over Private Markets Wealth Access
The new offering isn't yet available to the US wealth market, but regardless, the firms' new