Cresset Capital Management is close to acquiring National Advisors Trust, a step that would build a national trust business with $13.1 billion of assets. The entity would serve Cresset and ...

CAZ Investments CAZ Investments, a Houston-based alternative investment firm, announced yesterday that it was launching a registered interval fund called the CAZ GP Stakes Growth Fund.

KKR, the US private markets giant, has acquired Gen II Fund Services, the funds administration business serving more than 275 investment managers representing over $2 trillion in assets. The ...

He previously co-founded Stone Ridge Asset Management and founded Mobilize Capital Partners. His career has focused on growth and innovation in the wealth management and asset management industries ...

The latest senior wealth management moves, appointments and personnel changes in the North American sector. Botoff Consulting Botoff Consulting, which provides compensation and st ...

The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in the wealth manager's NYC headquarters. Last week, Fiduciary Trust International announced that Tim ...

The firm's survey of 71 countries found that 84 per cent of respondents expect cyber spending to rise and half of security leaders feel least prepared for attacks on AI systems. A survey of 3,934 ...

The US wealth management group has merged with a trio of firms across the country. Cerity Partners has clocked up three mergers in recent days: Compass Wealth Management ($320 million AuM); ...

This news service met with the UHNW Institute recently to discuss how an important new framework can be a key part of how advisors think about delivering integrated advice. The UHNW Institute, a think ...

A pair of major technology challenges for wealthy individuals and structures such as family offices are cybersecurity threat actors, and AI tools that can be used to accentuate these. We talk to a ...

The transaction, when closed, is slated to bring about $752 million of assets to the Hightower Signature Wealth business. Hightower Signature Wealth, the recently-created new division of ...

The writer, Joshua Becker (pictured below), partner at law firm Pillsbury, in New York, looks at cases such as the recent purchase of the Baldwin Group by the family office of tech tycoon Michael Dell ...