Asset Management

Liberty Mutual Investments Forms Long-Term Partnership With Zenith Asset Management

By Amit Chowdhry ● Oct 7, 2026

Liberty Mutual Investments has established a long-term strategic partnership with Zenith Asset Management to support the launch and growth of the energy infrastructure-focused investment firm and pursue investment opportunities across the sector.

Ripple Prime Expands Brevan Howard Relationship With Multi-Asset Prime Brokerage Services

By Amit Chowdhry ● Oct 7, 2026

Ripple and Brevan Howard have expanded their relationship, with Ripple Prime set to provide multi-asset prime brokerage, clearing and financing services to funds managed by the global alternative investment manager.

The Bahnsen Group Onboards $1.1 Billion Firm Hightower Naples

By Amit Chowdhry ● Oct 6, 2026

Hightower has announced that Hightower Naples, a Naples, Florida-based wealth management practice overseeing approximately $1.1 billion in assets under management, is joining The Bahnsen Group, a Hightower Company.

BakerAvenue Wealth Management Secures Strategic Investment From Constellation Wealth

By Amit Chowdhry ● Oct 6, 2026

BakerAvenue Wealth Management has secured a strategic minority investment from Constellation Wealth Capital to support continued expansion of the firm's integrated wealth management platform.

Alto To Acquire Forge Trust From Schwab, Creating Platform With More Than $20 Billion In Assets

By Amit Chowdhry ● Oct 6, 2026

Alto has agreed to acquire Forge Trust and its parent company, Forge Services, from Forge Global, a Charles Schwab company, creating a self-directed retirement investment platform with more than $20 billion in assets under custody and administration.

Socium Advisors Reaches $5 Billion In AUM After Tenfold Growth In Six Years

By Amit Chowdhry ● Oct 6, 2026

Socium Advisors has surpassed $5 billion in assets under management, up from about $500 million six years ago, as the St. Louis-based Northwestern Mutual Private Client Group expands its wealth management capabilities and geographic footprint.

LPL Financial Onboards $1.1 Billion Firm Praxis Financial Partners

By Amit Chowdhry ● Oct 6, 2026

LPL Financial has added Praxis Financial Partners to its broker-dealer and Registered Investment Advisor platform, bringing a wealth management team that reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets.

Cohen & Company Capital Markets Launches Private Credit Advisory Practice

By Amit Chowdhry ● Oct 5, 2026

Cohen & Company Capital Markets has launched a dedicated private credit advisory practice and appointed Daniel Sheriff as Managing Director and Head of Private Credit.

Get Access Launches Private Markets Platform Connecting Growth-Stage Companies With Investors

By Amit Chowdhry ● Oct 5, 2026

Get Access has launched a private, application-only investment platform designed to connect growth-stage companies with investors who can contribute not only capital, but also industry expertise, operating knowledge and professional networks.

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.