Search results for Henry Mcvey

People want people to advise on wealth management, says Houlihan Lokey’s James Anderson; Carlyle, JC Flowers, HGGC among...

A mid-year outlook into PE investments in the wealth management sector from Houlihan Lokey’s James Anderson; highlighting notable wealth management deals this year, including from...

Scott Bessent: Trump's Economic Engineer

The Treasury secretary looks ahead to the Beijing summit and discusses AI, energy, taxes, bank regulation and more.

Harold Hughes Departs as TritonPoint Partners CEO

The acquisition arm of TritonPoint Wealth, formed by United Capital alumni, will continue running under the leadership of Partner Greg Blake.

Fed chair nominee Kevin Warsh reveals assets worth over $100mn

Trump’s pick to succeed Jay Powell reports $10mn in consulting fees from Stanley Druckenmiller’s family office

MiB: Mike Pyle, BlackRock’s Portfolio Management Group

     This week, I speak with Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group (PMG) and a member of BlackRock’s Global Executive Committee. We discuss the durable...

Warburg Pincus’ Jake Siewert to speak at PEI Group’s Investor Relations Network NY Forum, plus a profile of Chad Doerge...

Previewing PEI Group's Investor Relations Network New York Forum; a Dealmakers to Watch profile of Chad Doerge, the new president and deputy CEO of music-focused PE firm Round Hill...

Houlihan Lokey’s James Anderson: Wealth management sector robust despite uncertainties

'The key characteristics of these businesses are strong; that clients are sticky, retention levels are incredibly high, pricing on the business is stable, equity markets have conti...

Vinson & Elkins Hires Ed Moberly to Expand London Transactions Practice

New Biz Development Pro at Calera Capital

Calera Capital has hired Michael O’Brien as managing director and head of business development. Mr. O’Brien joins from Valspring Capital, where he served as Managing Director and H...

Bare-Knuckle Tactics and Brash Promises: How Howard Lutnick Operates

Before becoming U.S. commerce secretary, Mr. Lutnick controlled 818 companies. A review of their dealings sheds light on his freewheeling first year in government.

HHS Names Former White House Economist Casey Mulligan Chief Economist, Regulatory Officer

The Department of Health and Human Services has appointed Casey Mulligan as chief economist and chief regulatory officer. What Will Mulligan Oversee? Mulligan will advise HHS Secre...

Valmont Industries: Management's Plans Trump Short-Term Uncertainty

'High risk': US VP Vance tasked by Trump to lead Iran talks

It was a war JD Vance never wanted. Now the US vice president has been tasked with ending it.Vance heads to Pakistan this week with orders from President Donald Trump to turn the s...

How an advisor left the mailroom and built a white-glove UHNW niche

Jack Mullen has built an ultrahigh net worth niche at Merrill Private Wealth Management that functions much like a family office. Here's how he did it, in our latest installment of...

Vincent Virga, Founder & CEO of PFS Wealth Management Group, Discussing Why Most Investors Focus on the Wrong Questi...

Zephyr's Adjusted for Risk: Independent vs. Consolidators - Defining Wealth Management's Future

Ryan Nauman interviews Pete McGratty of Verdence about the evolution of wealth management from wirehouses toward independent RIAs, arguing the industry is entering a third phase.

HIG Capital taps Brian Dutzar as managing director for private wealth management team

Also joining the private wealth management team as principals are Adam Whitman, and Steven Stack. The post HIG Capital taps Brian Dutzar as managing director for private wealth man...

John Macco: Access to private markets helps middle-class Americans grow wealth

As regulators settle on a final policy to achieve the goals in President Trump’s executive order, the real test will be whether middle-class Americans ultimately see these doors sw...

Thomas James Homes’ new CEO details the firm’s go-forward plan

New CEO Steve Schlageter says Thomas James Homes will keep prioritizing premium single-lot infill where demand is steady and supply is limited. TJH is strengthening operations in c...

Zephyr's Adjusted for Risk: Why Beating the Market Is Hard and How Advisors Add Value

Cyber Hornet ETFs CEO Mike Willis, explains his shift from trying to beat the S&P 500 through active management to using it as a core holding complemented by a crypto “kicker”.

A peek into Steve Hilton’s California real estate backers

Matt Mahan isn’t the only gubernatorial hopeful with California real estate backers. Steve Hilton has some, too.  Hilton’s latest real estate cash came from Dave Dollinger of Dolli...

Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise

Vanguard offers actively managed bond strategies for institutions, focusing on diversified fixed income exposure.

Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise

Vanguard offers actively managed bond strategies for institutions, focusing on diversified fixed income exposure.

Exclusive: Treasury Sell-Off Mounts—Expert Says Scott Bessent Can Hold Off 'Bond Vigilantes'

Experts say Scott Bessent will stop "bond vigilantes" from attacking US Treasuries amid an $82B foreign dump, keeping the dollar safe. Importance Rank: ...