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The new unit seeks to provide investors with fund-of-fund solutions.
October 12 -
Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.
September 25 -
Regulators in Massachusetts launched a “sweep” of more than 60 firms that sold nearly $1.3 billion in limited partnerships sponsored by GPB Capital.
September 13 -
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.
August 9Financial Planning -
The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.
July 26 -
Susan Elolampi will be company's latest high-level hire following a dozen appointments in recent months.
July 13 -
The advisory firm left Securities America to make the move.
June 5 -
The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.
May 29 -
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
May 22 -
The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.
May 18