News, Comment & Analysis results for Archive

Strategy
August 4, 2023

Credit Suisse Reportedly Closing Houston Office Amid Restructure

Credit Suisse had been busy in the M&A field in Texas, advising on deals in the shale, aka

Alt Investments
August 4, 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that

Strategy
August 4, 2023

PineBridge Favors Emerging Market Equities, Over Developed Markets

Michael Kelly, global head of multi-assets at PineBridge Investments, a US-based asset manager,

People Moves
August 3, 2023

Oregon-Based Wealth Manager Joins Steward

Steward, launched 10 years ago, has grown rapidly, adding a cluster of firms.

M and A
August 3, 2023

Acquisition-Hungry Mercer Adds To Texas Footprint

Mercer has been one of the biggest acquirers of wealth management firms in the North American

Investment Strategies
August 3, 2023

Don't Be So Gloomy About China's Economy – Matthews Asia

Andy Rothman, investment strategist at US-based Matthews Asia, discusses whether the consensus

Investment Strategies
August 3, 2023

Welcome To The Multi-Stage Life

What are the investment and wealth management implications of a longer lifespan and what has been

M and A
August 2, 2023

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

The latest deals and transactions in and around North American wealth management.

M and A
August 2, 2023

Mercer Boosts California Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

Strategy
August 2, 2023

CI Financial's US Wealth Business Gets Makeover

The spending spree of this group has been one of the most eye-catching M&A drives in North

Comment & Analysis results for Archive