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News, Comment & Analysis results for Gen II Fund Services

People Moves
February 11, 2026

Who's Moving Where In Wealth Management? – Brown Brothers Harriman, Raymond James, Gen II Fund Services

The latest moves, appointments and personnel changes in North American wealth management.

M and A
September 17, 2024

JTC Continues Acquisition Spree With Proposed Citi Trust Deal

JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in

M and A
April 17, 2024

Private Capital Fund House Wraps Up Crestbridge Purchase

The transaction – announced last summer for an undisclosed sum – expands Gen II's business

M and A
July 13, 2023

US Group Buys Crestbridge; Family Offices Services Arm Remains Independent

Gen II concentrates on serving private capital asset managers and investors. Founded in 2009, it

Comment & Analysis results for Gen II Fund Services

Award Winners

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Who’s Moving Where In Wealth Management? – Cresset, Fiduciary Trust International, Others

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Cresset Names Head Of Family Office Services

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Rise In High Net Worth Individuals' Global Wealth In 2025; US Adds Most Millionaires – Capgemini

Oros and Crager: Q&A With RIA Legends Turned Private Market Advocates

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