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As we close out 2025, we’re celebrating one of our most ambitious years yet — 17 Retreats across the Americas, Europe, and Asia-Pacific, each designed to bring the investment community together for meaningful exchange and collaboration. 🔥Plan your 2026 fundraising schedule today This year’s retreats brought together thousands of senior allocators, family office leaders, and investment managers in intimate settings
Investment Planning Counsel Inc. (IPC), a subsidiary of Canada Life, has closed its acquisition of the wealth assets of De Thomas Wealth Management Corp. According to a press release, the acquisition adds $2.8B to IPC’s assets under administration, bringing its total to more than $43B, and adds 35 advisors to its nationwide advisory network. For De Thomas, the transaction will
A look back at the private wealth conversations that defined 2025 — straight from the sidelines of Markets Group’s global events.
Insights from Southwest allocators on liquidity, risk, and 2026 portfolio positioning — plus Sidelines interviews from Markets Group’s Private Wealth Southwest Forum.
RBC has appointed Rishi Kapur as chief financial officer of its wealth management segment, effective December 2025. Kapur joins RBC from Manulife, where he served as CFO of Global Wealth and Asset Management. In that role, he oversaw financial accounting, management reporting, planning, forecasting, and analysis, according to his LinkedIn profile. He also led internal controls for Manulife’s global wealth
Canada’s private wealth leaders gathered to discuss allocation trends, private markets, and how advisors are preparing clients for 2026. Key themes included resilience in public markets, shifting access to alternatives, and the role of education as private strategies move further into the wealth channel — with full Sidelines interviews from the forum.
The $3.0T (€2.6T) Amundi, one of Europe’s leading traditional asset managers, has formed a new 10-year strategic partnership with ICG, in a bid to expand its private market investment solutions to its wealth clients. ICG manages nearly $125B (€108B) of assets on behalf of predominantly institutional clients through various strategies across structured capital, private equity secondaries, private debt, credit, and real
Hamilton Lane has appointed Beth Nardi as head of U.S. private wealth, as it prepares to deepen its reach across private markets. The expansion includes the appointment of Beth Nardi as head of U.S. private wealth, where she will oversee the firm’s growing Private Wealth Solutions business, according to a press release. In her new role, Nardi will guide strategic
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
As we close out 2025, we’re celebrating one of our most ambitious years yet — 17 Retreats across the Americas, Europe, and Asia-Pacific, each designed to bring the investment community together for meaningful exchange and collaboration. 🔥Plan your 2026 fundraising schedule today This year’s retreats brought together thousands of senior allocators, family office leaders, and investment managers in intimate settings
Investment Planning Counsel Inc. (IPC), a subsidiary of Canada Life, has closed its acquisition of the wealth assets of De Thomas Wealth Management Corp. According to a press release, the acquisition adds $2.8B to IPC’s assets under administration, bringing its total to more than $43B, and adds 35 advisors to its nationwide advisory network. For De Thomas, the transaction will
A look back at the private wealth conversations that defined 2025 — straight from the sidelines of Markets Group’s global events.
Insights from Southwest allocators on liquidity, risk, and 2026 portfolio positioning — plus Sidelines interviews from Markets Group’s Private Wealth Southwest Forum.
RBC has appointed Rishi Kapur as chief financial officer of its wealth management segment, effective December 2025. Kapur joins RBC from Manulife, where he served as CFO of Global Wealth and Asset Management. In that role, he oversaw financial accounting, management reporting, planning, forecasting, and analysis, according to his LinkedIn profile. He also led internal controls for Manulife’s global wealth
Canada’s private wealth leaders gathered to discuss allocation trends, private markets, and how advisors are preparing clients for 2026. Key themes included resilience in public markets, shifting access to alternatives, and the role of education as private strategies move further into the wealth channel — with full Sidelines interviews from the forum.
The $3.0T (€2.6T) Amundi, one of Europe’s leading traditional asset managers, has formed a new 10-year strategic partnership with ICG, in a bid to expand its private market investment solutions to its wealth clients. ICG manages nearly $125B (€108B) of assets on behalf of predominantly institutional clients through various strategies across structured capital, private equity secondaries, private debt, credit, and real
Hamilton Lane has appointed Beth Nardi as head of U.S. private wealth, as it prepares to deepen its reach across private markets. The expansion includes the appointment of Beth Nardi as head of U.S. private wealth, where she will oversee the firm’s growing Private Wealth Solutions business, according to a press release. In her new role, Nardi will guide strategic
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