News, Comment & Analysis results for Bain
Vestmark Deal Kicks Envestnet Strategic Reset Into High Gear
After news broke yesterday of the deal, for an undisclosed sum, the Family Wealth Report editorial
Franklin Templeton Makes Senior Hires To Accelerate Growth
The senior appointments will strengthen the investment manager’s global product, exchange traded
Large Private Equity Houses Woo Wealth Enhancement In Bidding Contest – Report
The story, assuming that it is confirmed, is yet another sign of the heavy involvement of private
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Who’s Moving Where In Wealth Management? – RBC Global AM, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management.
Foundation Source, Envestnet Enter Partnership
Two organizations from very different areas have been through significant change, sharing the
Launched From The Beach: Envestnet Unveils $1 Billion Investment
The US-headquartered group, which has been through a lot of change since it was taken off the stock