News, Comment & Analysis results for Partners Group

M and A
April 2, 2025

Mercer Advisors Adds Nearly $1 Billion With New Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large

Family Office
March 12, 2025

New Family Office Group Launched, No M&A Intentions

Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

Alt Investments
September 12, 2024

BlackRock, Partners Group Combine Over Private Markets Wealth Access

The new offering isn't yet available to the US wealth market, but regardless, the firms' new

People Moves
January 10, 2024

Who's Moving Where In Wealth Management? – Glenmede, Partners Group

The latest moves and appointments in wealth management in the Americas.

Alt Investments
September 21, 2023

CAIS Adds Raft Of Strategies To Investment Menu

Based in the US and operating internationally, CAIS is one of a crop of tech-based platforms that

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

M and A
February 10, 2023

Steward Partners Continues Bringing More Firms Under Umbrella

Since the start of 2023 wealth managers with a total of almost $700 million in assets under

WM Market Reports
September 14, 2022

Asset Tokenization Market Could Reach $16.1 Trillion By 2030 – Study

With more wealth managers and family offices putting money into private markets – typically less

Comment & Analysis results for Partners Group