SMArtX Advisory Solutions Selects Dan Phillips as CIO
June 24, 20247 min
Fast-growing fintech firm looks to round out its investment offerings to a rapidly expanding client base
INVL Partner Real Estate Fund I Raises $3M More
June 4, 20244 min
The INVL Partner Global Real Estate Fund I launched in January this year by INVL Asset Management, the leading Baltic alternative asset manager, raised an additional USD 3.075 million. This time investments in the open-ended fund for informed investors were made by a total of 13 investors. The INVL Asset Management fund invests in real estate funds in the US and Western Europe managed by Brookfield Asset Management, one of the world’s largest real estate...
Mission Wealth named One of Top Financial Advisory Firms in 2024
April 26, 20246 min
Mission Wealth, a leading provider of personalized financial and investment strategies, is proud to announce that it has been named one of USA TODAY’s Best Financial Advisory Firms of 2024. This prestigious ranking is a testament to Mission Wealth’s steadfast commitment to providing exceptional financial guidance and personalized service to clients across the nation. According to USA TODAY’s recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that...
AlphaTrAI names John F. Sweeney as President
April 8, 20246 min
Industry veteran's expertise in investment management, digital assets, product development and technology positions firm to elevate its capabilities in AI-driven business solutions
Blue Owl Capital to acquire Kuvare Asset Management for $750 Mn
April 3, 20245 min
Blue Owl Capital Inc., a leading alternative asset manager, announced today it has entered into a definitive purchase agreement to acquire Kuvare Insurance Services LP (dba Kuvare Asset Management) (“KAM”) for $750 million. KAM is a boutique investment management firm focused on providing asset management services to the insurance industry, including Kuvare UK Holdings (“Kuvare”). Blue Owl will fund the KAM acquisition through a combination of $325 million in cash and $425 million in Blue Owl Class A common...
Sun Life names Timothy Deacon as Chief Financial Officer
March 26, 20244 min
Sun Life Financial Inc. is pleased to announce the appointment of Timothy (Tim) Deacon as Executive Vice-President and Chief Financial Officer, reporting to Kevin Strain, President and CEO, Sun Life, effective April 8, 2024. Mr. Deacon will become a member of Sun Life’s global Executive Team. He succeeds Manjit Singh, who is now President of Sun Life Asia. Mr. Singh will continue in his role as President of Sun Life Asia and as CFO until Mr. Deacon assumes his...
CDPQ appoints Rana Ghorayeb as EVP and Head of Real Estate
March 22, 20247 min
CDPQ announced the appointment of Rana Ghorayeb as Executive Vice-President and Head of Real Estate. In her new role, she will be responsible for leading the overall Ivanhoé Cambridge portfolio and investment team, which has assets of over $77 billion. Rana Ghorayeb has served as President and Chief Executive Officer of Otéra Capital, a CDPQ subsidiary specialized in real estate lending, for nearly five years. Before joining CDPQ in 2012, Rana Ghorayeb already had an impressive track record in real estate in...
Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
MAI Capital Management acquires LWS Wealth Advisors
March 4, 20243 min
Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities
Logan Capital Management appoints Head of Institutional Sales
February 14, 20243 min
Elizabeth Fugler joins the team to bring over a decade of expertise to drive growth at Logan Capital