A short description of the category will appear here.
The $9.4B NorthRock Partners has expanded its U.S. footprint by adding WGG Wealth Partners, a Roseville, CA-based advisory firm managing roughly $2.7B in assets. The move strengthens the Minneapolis, MN-based NorthRock’s presence in California, as well as its broader effort to grow its Personal Office wealth-management platform across the West Coast, according to a news release. The combination brings together
Amid major global political and economic shifts, China International Capital Corp (CICC) is ramping up its international expansion, focusing strategically on Southeast Asia and the Middle East as growth markets. Chairman Chen Liang said the Chinese investment bank was capitalizing on two powerful growth engines — the rapid rise of Asia’s wealth-management industry and the transformative potential of artificial intelligence
💥 Learn how global investors are navigating the surge in private market opportunities at the 16th Private Equity Latin America Forum. Morgan Stanley announced plans to acquire EquityZen, a leading platform for trading private company shares, as the bank deepens its push into the fast-growing pre-IPO market. The move reflects Wall Street’s broader effort to cater to rising investor appetite
Feeling less bullish about their investments, nearly half (48%) of family offices are focusing on improving liquidity, while a third (33%) are de-risking portfolios, according to a new survey from RBC Wealth Management. The survey found that family offices see the most significant near-term risks as stemming from the U.S.’ early tariff announcements, which 60% expect could constrain global growth.
Japan’s aging business community is creating a wave of private equity opportunities as family-run firms struggle with succession planning and steep inheritance taxes. Many long-time owners are finding that their children are unwilling to take over the family business, prompting a shift toward selling to private equity firms — a practice that was once culturally frowned upon. According to Bain
As global markets enter a third year of a “longer-term bull market,” Brett Mitstifer, Flagstar Financial’s new chief investment officer of private banking and wealth management, believes the cycle will create opportunities across equities, bonds, and parts of the alternatives landscape over the next five years. Mitstifer joins Flagstar during a time of significant transformation and momentum within private banking.
In May, Markets Group’s Private Wealth U.S. Spring Retreat in Carlsbad, California, brought together leading private wealth allocators, CIOs, and leaders for two days of allocator-led discussions, networking, and sideline interviews exploring what’s next for the industry. Key themes included leadership in disruptive markets, AI-driven investment strategies, and the continued growth of private credit in portfolio construction. Exclusive insights from industry leaders — watch Markets Group’s ‘From the Sidelines’ interviews: Rafia
Global family offices are rebalancing their portfolios away from cash toward more diversified investment mixes, according to a new joint report by Agreus Group and KPMG Private Enterprise. The study found that family offices are combining public equities, private markets, credit, real assets, and thematic investments to achieve a more balanced risk–return profile. It noted, compared with last year’s survey,
HSBC is appointing Victor Matarranz as head of international wealth and premier banking for the Americas and Europe, effective Oct. 1, 2025. In his new role, Matarranz will be responsible for expanding HSBC’s wealth businesses across the Americas and Europe, including the U.S, Mexico, the Channel Islands, and the Isle of Man, noted a press release. He’ll also be tasked
In the race to capture momentum in the alternatives asset space, some private wealth managers are jockeying for position, each aiming to cross the finish line first in offering clients easy access to private markets. Brendan Lake, founder and chief executive officer of the $2.2B alternative investment firm PPB Capital Partners, pointed out private wealth advisors often encounter significant hurdles
The $9.4B NorthRock Partners has expanded its U.S. footprint by adding WGG Wealth Partners, a Roseville, CA-based advisory firm managing roughly $2.7B in assets. The move strengthens the Minneapolis, MN-based NorthRock’s presence in California, as well as its broader effort to grow its Personal Office wealth-management platform across the West Coast, according to a news release. The combination brings together
Amid major global political and economic shifts, China International Capital Corp (CICC) is ramping up its international expansion, focusing strategically on Southeast Asia and the Middle East as growth markets. Chairman Chen Liang said the Chinese investment bank was capitalizing on two powerful growth engines — the rapid rise of Asia’s wealth-management industry and the transformative potential of artificial intelligence
💥 Learn how global investors are navigating the surge in private market opportunities at the 16th Private Equity Latin America Forum. Morgan Stanley announced plans to acquire EquityZen, a leading platform for trading private company shares, as the bank deepens its push into the fast-growing pre-IPO market. The move reflects Wall Street’s broader effort to cater to rising investor appetite
Feeling less bullish about their investments, nearly half (48%) of family offices are focusing on improving liquidity, while a third (33%) are de-risking portfolios, according to a new survey from RBC Wealth Management. The survey found that family offices see the most significant near-term risks as stemming from the U.S.’ early tariff announcements, which 60% expect could constrain global growth.
Japan’s aging business community is creating a wave of private equity opportunities as family-run firms struggle with succession planning and steep inheritance taxes. Many long-time owners are finding that their children are unwilling to take over the family business, prompting a shift toward selling to private equity firms — a practice that was once culturally frowned upon. According to Bain
As global markets enter a third year of a “longer-term bull market,” Brett Mitstifer, Flagstar Financial’s new chief investment officer of private banking and wealth management, believes the cycle will create opportunities across equities, bonds, and parts of the alternatives landscape over the next five years. Mitstifer joins Flagstar during a time of significant transformation and momentum within private banking.
In May, Markets Group’s Private Wealth U.S. Spring Retreat in Carlsbad, California, brought together leading private wealth allocators, CIOs, and leaders for two days of allocator-led discussions, networking, and sideline interviews exploring what’s next for the industry. Key themes included leadership in disruptive markets, AI-driven investment strategies, and the continued growth of private credit in portfolio construction. Exclusive insights from industry leaders — watch Markets Group’s ‘From the Sidelines’ interviews: Rafia
Global family offices are rebalancing their portfolios away from cash toward more diversified investment mixes, according to a new joint report by Agreus Group and KPMG Private Enterprise. The study found that family offices are combining public equities, private markets, credit, real assets, and thematic investments to achieve a more balanced risk–return profile. It noted, compared with last year’s survey,
HSBC is appointing Victor Matarranz as head of international wealth and premier banking for the Americas and Europe, effective Oct. 1, 2025. In his new role, Matarranz will be responsible for expanding HSBC’s wealth businesses across the Americas and Europe, including the U.S, Mexico, the Channel Islands, and the Isle of Man, noted a press release. He’ll also be tasked
In the race to capture momentum in the alternatives asset space, some private wealth managers are jockeying for position, each aiming to cross the finish line first in offering clients easy access to private markets. Brendan Lake, founder and chief executive officer of the $2.2B alternative investment firm PPB Capital Partners, pointed out private wealth advisors often encounter significant hurdles