Asset Management

Mercer Advisors Brings In $1.2 Billion Firm Family Wealth Planning Group

By Amit Chowdhry ● Aug 4, 2025

Macquarie Asset Management: Inaugural $711 Million Infrastructure Secondaries Fund Closed

By Amit Chowdhry ● Aug 4, 2025

Nuveen: $785 Million In Commitments Raised For Nuveen C-PACE Lending Fund III

By Amit Chowdhry ● Aug 3, 2025

VestGen: Leadership Team Expanded With New National Head Of Advisors And Director Of Insurance

By Amit Chowdhry ● Jul 29, 2025

AssetMark: Plan For Expansion Into Private Markets

By Amit Chowdhry ● Jul 28, 2025

Sixth Street: Stuart Wrigley Named As Partner

By Amit Chowdhry ● Jul 26, 2025

Steward Partners Brings In $502 Million Advisor Mike Wood

By Amit Chowdhry ● Jul 26, 2025

Homrich Berg: Equity Participation Program Launched

By Amit Chowdhry ● Jul 26, 2025

Edward Jones: 53 SMAs Added to its Managed Account Platform

By Amit Chowdhry ● Jul 26, 2025

EP Wealth Brings In $1.2 Billion Team Rappaport Reiches

By Amit Chowdhry ● Jul 26, 2025

Bluespring Wealth Partners Onboards $364 Million Firm Halcyon

By Amit Chowdhry ● Jul 26, 2025

PNC Bank And Coinbase: Strategic Partnership For Advancing Digital Asset Solutions

By Amit Chowdhry ● Jul 26, 2025

Osaic: Majority Stake Acquired In $700 Million Team Innovative Wealth

By Amit Chowdhry ● Jul 25, 2025

BNY Mellon And Goldman Sachs Partner To Launch Tokenized Money Market Funds

By Amit Chowdhry ● Jul 25, 2025

Barclays: Alex Ham Named As Global Chairman Of Investment Banking

By Amit Chowdhry ● Jul 24, 2025

Anthelion Capital: Alex Jenner Named As Co-Portfolio Manager

By Amit Chowdhry ● Jul 24, 2025

Monarq Asset Management: Sam Gaer Named As CIO

By Amit Chowdhry ● Jul 23, 2025

Axxcess Wealth: Deron McCoy Named As Chief Wealth Officer

By Amit Chowdhry ● Jul 23, 2025

Goldman Sachs Launches Private Credit Collective Investment Trust

By Amit Chowdhry ● Jul 22, 2025

Summit Financial: Strategic Investments In Four Firms Managing $1.2 Billion In Client Assets

By Amit Chowdhry ● Jul 22, 2025

Goldman Sachs Reportedly Launches New Program For Retaining Interns

By Amit Chowdhry ● Jul 22, 2025

Monetary Authority Of Singapore Appoints First Batch Of S$5 Billion Asset Managers

By Amit Chowdhry ● Jul 21, 2025

SS&C Technologies Acquiring Calastone For About £766 Million

By Amit Chowdhry ● Jul 21, 2025

Goldman Sachs Asset Management: Samuel Green Named As Managing Director

By Amit Chowdhry ● Jul 21, 2025

Franklin Templeton: Rich Nuzum Named As Head of OCIO

By Amit Chowdhry ● Jul 19, 2025

Wealthbox Integrating With Envestnet For Investment Management

By Amit Chowdhry ● Jul 19, 2025

Man Group Onboarding $3 Billion Firm Bardin Hill

By Amit Chowdhry ● Jul 18, 2025

Stratos Wealth: Strategic Investment Raised From SEI

By Amit Chowdhry ● Jul 18, 2025

Maridea: Strategic Acquisition Of Pinnacle Wealth Management

By Amit Chowdhry ● Jul 18, 2025