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HarbourView Equity Partners hires Cambridge Associates alum as managing director

HarbourView Equity Partners is a multi-strategy investment firm focused on music, sports, media and entertainment, with approximately $3.88 billion in regulatory assets under manag...

BSP adds to capital formation team

Benefit Street Partners (BSP) has expanded its capital formation team with three senior appointments. The investment manager has hired Godfrey Gill and Peter Moore as managing dire...

ACORE CAPITAL launches wealth platform

US commercial real estate investment manager ACORE CAPITAL has launched a dedicated wealth solutions platform designed to expand access to its commercial real estate investment str...

Brighton Jones Q3 2026 Investment Update

Schroders Capital's private markets UK wealth director James Lowe departs

Director of private markets for UK wealth at Schroders Capital James Lowe has left the business.

Defined outcome boutique Capel Asset Management launches after Downing buyout

Capel Asset Management, an alternatives and multi-asset boutique focused on defined outcome strategies, has launched today (5 October) following a management buyout from Downing LL...

Hamilton Lane: Record Revenue At Half The Multiple Of Peers

Janus Henderson Global Multi-Asset Capital Preservation Managed Account Q2 2026 Commentary

Hargreaves Lansdown and BNY Investments to launch 'lowest-cost' money market fund

Hargreaves Lansdown is set to launch its own money market fund in collaboration with BNY Investments.

Wealth Services Firm Horizon Buys OCIO Provider

The Charlotte-based wealth services firm completed its third acquisition in 18 months, adding OCIO expertise and services.

Noble appoints Matt Noland as director of capital markets

Alternative asset manager Noble Investment Group has appointed Matt Noland as director, capital markets as it continues to expand its business. In his role, Noland will focus on st...

Captrust Adds $1.2B in Double Deal for Long Island Firms

The Raleigh-based firm adds Compass Advisors and Long Island Wealth Management, bringing seven professionals and combined retirement and wealth advisory capabilities.

Captrust Adds $3B Hoge-Barrett Group from Truist

The Winston-Salem team, which has 13 employees and is led by Brett Hoge, manages over $3 billion in assets and marks Captrust’s seventh North Carolina office.

Blue Owl expands wealth reach with Zurich office

Blue Owl Capital has opened its first dedicated office in Zurich, Switzerland, as the firm expands its presence in Europe. The alternative asset manager said the office expands its...

Allworth Clears $40B in AUM with Two Deals Worth $947M

Allworth made the double deal a few months after adding a third external investor to its capital table.

Less than three months after exiting Kobalt, Willard Ahdritz officially launches Ahdritz Capital Partners

Ex-Lazard banker Stephen Langer and former SSE Ventures CEO Isabel Keulen join the Kobalt founder's new firm. Source

New Holland takes majority stake in Foundation Credit

New York-based multi-strategy investment manager New Holland Capital (NHC) has acquired a majority stake in Foundation Credit, an alternative asset manager focused on US municipal...

HSBC AM launches short duration bond fund for investors seeking income and liquidity

HSBC Asset Management has launched a short duration sterling-denominated bond fund, targeting investors looking for income while also demanding the liquidity typically offered by m...

Jana launches private credit trust for wholesale market

Australian investment adviser Jana has launched a private credit trust for wholesale investors, with funds under management already exceeding A$270m (£143.2m). The Jana Private Cre...

Andrew Hill Investment Advisors Q3 2026 Client Letter

Wealth Manager Mercer Takes Out Private Credit With New Loan

The debt offering included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments.

Investment Roundup: ACORE Capital Adds Wealth Division

In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.

Lawyers Fiona Henderson and Jason Blick: Evergreen funds demand deeper interrogation

Private markets used to come with a simple bargain. Investors accepted their money would be locked away for years in return for access to investments which were unavailable in ordi...

Former Wells Fargo asset manager Allspring explores $4bn sale

Deal by private equity owners would follow a string of transactions that have reshaped the industry