MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced it has completed its strategic ...
Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...
The acquisition of Bridge Creek marks Waverly's 27th transaction since accepting an equity investment in December 2021 from Wealth Partners Capital Group ("WPCG") and HGGC's Aspire Holdings platform.
Expertise: investment management, hedge funds, global macro hedge funds, equity investments, fixed income and currency investments, commodity trading, institutional asset management, sustainable ...
State Street Investment Management, the asset management arm of State Street Corp. (STT), has taken a minority stake in ...
In the third quarter, the partnership returned +1.4%, net of all fees and expenses, bringing the year-to-date net return to ...
A New York-based alternative credit manager has blown past its previous fundraising totals by closing a new $1.39 billion fund devoted to investing in the residential real estate space, commercial ...
Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.