The asset manager's private credit subsidiary Benefit Street Partners has acquired a $480m portfolio and a 14-strong team from Encina Lender Finance.

A rash of executives exited BNY’s Pershing custody business this summer amid the firm’s effort to restructure its wealth management technology platform for RIAs. The leavers include former Pershing ...

The deal marks Captrust’s seventh in North Carolina, where the company now has roughly 580 of its more than 2,000 national employees. Matheson said just over 68% of those 2,000 employees have a stake ...

Annex Wealth Management has struck again on the M&A market. The Wisconsin-based RIA said it has agreed to acquire Marietta ...

Effective from 8 October, Shuyu Gao was added to the management teams of the JPMorgan Funds - Total Emerging Markets Income Fund, the JPMorgan Funds - Emerging Markets Dividend Fund, and the ...

Cape Town delegates prioritised investment process in manager selection and liquidity as the main barrier to private-market ...

Despite sharp improvement, Alexforbes warns contribution shortfalls, early retirement and poor preservation behaviour remain ...

Record inflows across Europe are tempting a fresh wave of US asset managers to venture across the Atlantic. But ETF veteran, ...

BlackRock took in $205bn of new money last quarter, powering its record AUM to $15.5tn The Q3 haul was nearly identical to Q3 2025, when the firm generated just under $205bn, yet the composition of ...

Citywire's next Family Office & Private Wealth Retreats will feature thought leadership master classes and other new features. Starting in Rome.

Across the UK-based funds that account for most of its assets, Evenlode has suffered outflows of nearly £2.9bn in the three ...

Sergey Davalchenko will now lead the fundamental equities division. The firm has also created five new CIO roles.