News, Comment & Analysis results for Archive

M and A
July 3, 2024

EP Wealth Advisors Buys $700 Million Wealth Manager

The addition of this business in Dallas takes the firm's AuM across the US to $25.2 billion.

Real Estate
July 2, 2024

Multi-Family Real Estate Shines For US-Based Hamilton Point Investments

We talk to an investment firm and manager based in the US northeast about the commercial property

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations

People Moves
July 2, 2024

JTC Reshapes Americas Operations

JTC said the changes will help it to deliver on its growth ambitions.

M and A
July 1, 2024

BlackRock Agrees To Buy Preqin For $3.2 Billion

The transaction will be a cash deal, the US asset management group said.

Alt Investments
July 1, 2024

Hedge Fund Launches Rose Sharply In Q1, Liquidations Held Steady

While their fortunes can wax and wane, the sector's performance remains an important focus for the

Technology
July 1, 2024

AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS

After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment

Offshore
July 1, 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients

People Moves
June 28, 2024

UBS Restructures Wealth Business

A month ago, UBS unveiled top-level management changes. Now, the bank is putting more

Comment & Analysis results for Archive