Asset Management

Corgi Invest Launches MN ETF With Exposure To OpenAI, Anthropic, SpaceX And Public Technology Companies

By Amit Chowdhry ● Oct 5, 2026

Corgi Invest has launched the MN Corgi MANGOS ETF, an actively managed exchange-traded fund designed to give investors economic exposure to OpenAI and Anthropic alongside Meta Platforms, NVIDIA, Alphabet and SpaceX.

Rexel To Acquire GCG From Audax Private Equity

By Amit Chowdhry ● Oct 4, 2026

Rexel has agreed to acquire GCG from Audax Private Equity, expanding its specialty wire and cable distribution capabilities across data centers, power infrastructure, defense and other mission-critical markets. Financial terms of the transaction were not disclosed.

Vise And Bitwise Launch Crypto Model Portfolios For Advisors Managing $140 Billion In Platform Assets

By Amit Chowdhry ● Oct 4, 2026

Vise and Bitwise Asset Management have launched diversified crypto model portfolios for financial advisers using Vise's autonomous investing platform.

Ferghana Investment Partners Appoints Katie Marshall And Will Callahan To Senior Investment Roles

By Amit Chowdhry ● Oct 4, 2026

Ferghana Investment Partners has appointed Katie Marshall as Managing Director and Will Callahan as Senior Managing Director, adding nearly four decades of combined experience to the investment team at the hybrid capital firm.

Altavair Names Matthew Hoesley As CEO As Stephen Rimmer Moves To Executive Chairman

By Amit Chowdhry ● Oct 4, 2026

Altavair has announced a leadership succession that will make Matthew Hoesley Chief Executive Officer and President and move longtime CEO Stephen Rimmer into the Executive Chairman role, effective January 1, 2027.

CG Financial Services Appoints Jon Patullo As COO And CIO

By Amit Chowdhry ● Oct 3, 2026

CG Financial Services has appointed Jon Patullo as Chief Operating Officer and Chief Information Officer as the independent wealth management firm invests in its technology, operating infrastructure and advisor platform to support continued expansion.

Pemberton Appoints Dominic Courtman To Lead $1.6 Billion CLO Platform

By Amit Chowdhry ● Oct 3, 2026

Pemberton Asset Management has appointed Dominic Courtman as Managing Director and Head of its Collateralised Loan Obligation Group as the European private credit manager continues expanding its €1.6 billion CLO platform. Courtman will begin the role in January 2027.

HB Wealth Onboards $700 Million Advisor Team And Expands Into Texas

By Amit Chowdhry ● Oct 3, 2026

HB Wealth has expanded into Texas with the addition of Steven D. Podnos, Rachel Podnos O'Leary and Lauren Podnos-Garner, a three-advisor team that previously operated Wealth Care LLC with approximately $700 million in assets under management.

Concurrent Acquires Spire Investment Partners, Reaching $28.6 Billion In AUM

By Amit Chowdhry ● Oct 3, 2026

Concurrent Investment Advisors has acquired Spire Investment Partners, adding approximately $5.4 billion in assets across business lines and more than 30 advisor teams to its wealth management platform.