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News, Comment & Analysis results for General Atlantic

M and A
December 19, 2025

Creative Planning Reportedly Acquires UK-Based Maseco

Two firms of contrasting size and scope, that both cater to international clients such as US

People Moves
March 5, 2025

Who's Moving Where In Wealth Management? – Savvy Wealth, RBC

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

Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

M and A
April 11, 2024

Summary Of North American M&A For January, February And March 2024

A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,

M and A
February 9, 2024

Private Equity House Buys Partners Capital Minority Stake

The ascent of OCIOs such as Partners Capital reflects how some institutions, including multi-family

M and A
February 14, 2022

Private Equity’s Stranglehold On RIA Mergers, Acquisitions

For many registered investment advisors, private equity backing is the norm if they want to expand

Comment & Analysis results for General Atlantic

Award Winners

More Stories

New Family Offices Show Pivot To Direct Investing – Data

Who’s Moving Where In Wealth Management? – Glenmede, Nevada Trust Company, DUC

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel

US Single-Family Home Investment Curbs Create New FO Compliance Task – Law Firm

Remembering Stephen “Steve” Prostano

Most Read

European Firm Serving US Expats Opens Manhattan Office

Great Advisors, Retaining Talent And Serving Families – In Conversation With Michael Zeuner

Tech-Human Blend Is Critical In Investment, Wealth Management – BlackRock

Remembering Stephen “Steve” Prostano

Ultra-Wealthy Investors Shelter In Cash Amidst Volatility – Citi Private Bank

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