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Wealth Managers

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Public-Private Convergence

How Hightower Advisors is bringing institutional-grade investing to the mass-affluent

June 2, 2026

An interview with Robert Picard, head of alternatives for one of the nation’s biggest wealth-advisory platforms.

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Public-Private Convergence

Wealth advisers race to serve small investors who own huge pools of capital

May 22, 2026

Navigating a growing desire for alternatives drives demand for institutional-grade research firms to meet the needs of ultra-high net worth individuals.

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Public-Private Convergence

Barbarians meet their new gatekeepers: ‘wealthtech’ middlemen

May 11, 2026

Operators of behind-the-scenes platforms wield outsized power to shape how individuals get access to private markets.

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Public-Private Convergence

Wealth management land grab drives deal boom amid private market upheaval

April 15, 2026

Buying frenzy accelerates as advisory and PE firms vie for stakes in an industry undergoing rapid growth and transformation.

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VC

ABS Global Investments lands $100M for new pre-IPO interval fund

February 11, 2026

Exclusive: The new crossover vehicle comes as VCs continue to chase the wealth channel for fresh capital.

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Wealth Managers

Private capital chases deals in the booming wealth-management sector

October 8, 2025

PE, sovereign firms are fueling a consolidation and buying spree, aiming to win high-net-worth clients.

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Aerospace & Defense

New VC syndicate gets veterans invested into national security startups

September 17, 2025

MVA Foundation will distribute all of its carry from the syndicate into a 501(c)(3) vehicle.

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Weekend Analysis

Private equity’s wealth-focused makeover is all about scale

May 30, 2025

Alternative asset managers’ push into the wealth market has stretched the industry beyond its original mandate, leading to a steep learning curve.

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Retail

Vanguard explores private asset boost with Blackstone and Carlyle

March 27, 2025

The world’s second-largest asset manager reportedly engaged in discussions to explore offering private market products to individual investors.

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Public-Private Convergence

At IPEM Cannes, a focus on winning over private wealth

January 30, 2025

Education is a key priority among participants.

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Private Equity

Sagard launches its first private equity fund for retail investors

January 16, 2025

The evergreen vehicle targets accredited Canadian investors, seeking a return of 14% to 18%.

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M&A

PE’s buyout binge on European asset managers exceeds $15B

September 20, 2024

Private equity buyout activity involving European asset managers has already reached $14 billion thus year

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Private Equity

BlackRock, Partners Group join forces in latest private-wealth offering

September 12, 2024

The new platform for retail investors will have offerings in private equity, private credit and real assets.

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PB Q&A

How a veteran wealth manager probes GPs to protect his clients

September 9, 2024

A wealth manager shares key considerations for individual investors when selecting private market fund managers.

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PB Q&A

How technology can streamline fund financing

February 16, 2024

We discussed subscription lines with Andrew Frazer Smith, the founder of Bridge, an online marketplace for fund financing that connects borrowers to lenders.

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M&A

Why are PE firms snatching up asset managers at a record clip?

July 26, 2023

Consolidation of asset managers is ramping up, as PE firms deploy record levels of capital to acquire peers.

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M&A

Dealmaking jumps as PE drives wealth-management consolidation

February 28, 2023

The wealth management industry is experiencing a surge of M&A deals, many involving PE, as firms look to consolidate and broaden their services amid market headwinds.

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