What Private-Equity Player Karl Heckenberg Looks For in Wealth Management Firms
The head of Constellation Wealth Capital explains what makes independent RIA businesses attractive to his investment firm, ...
Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
John Carrick
John Carrick is the co-founder and managing principal of Integrated Capital Management, a firm that represents various U.S.
Buyout Firm CVC Eyes US Private Credit in Expansion Drive
CVC Capital Partners Plc has identified private credit in the US as an area for potential acquisitions, according to Chief Executive Officer Rob Lucas.
Insurance Asia on MSN2d
Howden Private Wealth announces new CEO for Singapore, Malaysia
A deputy CEO has also been appointed for Hong Kong. Howden announced key promotions within its Private Wealth management team ...
Crain's Chicago Business7d
As Chicago’s wealth management industry grows, independent firms carve out their niche
Chicago-based Burling Wealth Partners has amassed $800 million in assets under management since launching in September.
Yahoo Finance3d
Stockbridge Partners with iCapital® to Deliver Private Real Estate to the Private Wealth Community
SAN FRANCISCO, March 18, 2025 /PRNewswire/ -- Stockbridge, a leading real estate investment management firm with $33.9 billion in assets under management, is excited to announce its partnership ...
Bloomberg L.P.11d
Key drivers transforming wealth management in APAC
The APAC private wealth management landscape is shifting rapidly as new tools and client demands push the industry toward increased efficiency, accuracy, and competition. Recent discussions and ...