Wealth Managers

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Public-Private Convergence

Is the ‘semiliquid’ label misleading, or just an uncomfortable reality?

August 20, 2026

Fund firms debate marketing lingo instead of reckoning with a novel product’s unique challenges.

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Public-Private Convergence

The $120 billion market for coveted pre-IPO stock enters its scaling era

August 14, 2026

Banks and marketplaces are racing to offer clients private shares as secondary trading in hot startups hits a peak.

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Public-Private Convergence

Wall Street touts outsourced allocation ploy in bid to market private funds to individuals

August 6, 2026

Slow start is expected for off-the-shelf ‘model portfolios’ that blend alts and public assets.

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Wealth Managers

Investcorp buys wealth manager Berger Financial Group

July 29, 2026

The $62B investment manager plans to ‘create another sizable player’ by acquiring smaller peers, said managing director Vitali Bourchtein.

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Public-Private Convergence

Big enough for its own fund-of-funds: Inside one wealth manager’s own vehicle

July 17, 2026

Mercer Advisors’ CIO views the firm’s $100 million Aspen Partners platform as a model for the industry to follow.

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Public-Private Convergence

Private wealth funds ditch the middleman for more alternatives exposure

July 10, 2026

Managers for the ultra-wealthy set up their own institutional-grade fund vehicles to ‘get a seat at the table’.

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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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