News, Comment & Analysis results for Archive

People Moves
April 24, 2024

Advisor360° Names New Chief Executive

The Massachusetts-headquartered firm will have a new CEO from the start of May. A total of more

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

People Moves
April 24, 2024

Cresset Lands $5 Billion Wealth Team In San Francisco

These have been busy times at the Chicago-headquartered organization.

Statistics
April 23, 2024

Hedge Fund Capital Rises To $4.3 Trillion In Q1; Crypto Strategies Sizzle – Data

Hedge funds' performance can wax and wane, and their fees have come down from the 2 per cent

People Moves
April 23, 2024

Colorado's Alpha Capital Family Offices Recruits Ex-Northern Trust Figure

At Northern Trust, the newly-appointed portfolio head had run money for UHNW clients.

M and A
April 23, 2024

JTC Makes New Acquisition

JTC, a global professional services business headquartered in Jersey, has made a new acquisition in

People Moves
April 23, 2024

Who's Moving Where In Wealth Management? – Polar Capital, Rockefeller AM, Others

The latest senior moves, appointments and adjustments in wealth management roles across North

Strategy
April 23, 2024

Bonds: To Be Or Not To Be? – Natixis IM

Natixis Investment Managers recently held a Thought Leadership Summit in Paris, with its affiliates

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

Strategy
April 22, 2024

Solving The Family Office Data Problem

Our US correspondent reports on views on fintech held by industry figures at a summit organized by

Comment & Analysis results for Archive