Tamarac

Tamarac to start beta testing new alts capabilities within ‘weeks’

Envestnet’s Tamarac preps a beta test of its new alts capabilities enabled by its new partnership with PCR

Max Viscio 3 hours ago
Bapis Edge

Merrill’s AUM rises to $1.1trn as Edge sees a 22% boost over the past year

James Connington 16 October, 2018
PCR Parilux

The investment in Parilux is only “step one” of Northern Trust’s alternatives plan, with unstructured data integration on the way

Max Viscio 15 October, 2018
PCR Parilux

The investment in Parilux is only “step one” of Northern Trust’s alternatives plan, with unstructured data integration on the way

Max Viscio 15 October, 2018
TwinFocus

US-based TwinFocus is opening a London office to service a $100m+ client and gain a foothold in the UK wealth management market

Max Viscio 12 October, 2018
Koenen

Citi has tapped the son of former Morgan Stanley executive and PSA chief Austin Koenen as its first private banker in the new office

Max Viscio 10 October, 2018
Massey

FWA: An update from the Massey-Signature merger

An update on the Massey family’s merger with Richmond-based multi-family office

Max Viscio 2:29 PM ET
Ponzi

The anatomy of an (alleged) family office Ponzi scheme

The alleged Ponzi scheme scammed over 200 investors, including investment advisers and family offices, across the country to the tune of $340m.

Max Viscio 8 October, 2018
litigation finance

Litigation Finance: justice for all and returns for a few

Litigation finance gives investors the chance to buy a piece of the docket

Max Viscio 10 September, 2018

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