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Swiss private equity giant Partners Group opens Hong Kong office with eye on rich clients
South China Morning Post via Yahoo Finance· 11 hours agoSwitzerland-based private-equity giant Partners Group has opened an office in Hong Kong, becoming...
Fisher Investments to Sell Minority Stake in Deal Valuing It at $12.75 Billion
Barrons.com· 4 days agoBEST PRACTICES Fisher Investments is selling a minority stake toprivate-equity firm Advent...
Wealth management firm to open its 1st Florida office in West Palm Beach - South Florida Business...
The Business Journals· 5 days agoA national wealth management firm that manages $5.5 billion in assets with over $250 million based...
Monterey Private Wealth Inc. Has $2.42 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)
ETF DAILY NEWS· 11 hours agoThe firm owned 20,805 shares of the oil and gas company’s stock after selling 1,536 shares during the quarter. Exxon Mobil makes up 1.0% of Monterey Private
Napa Wealth Management Takes Position in Amazon.com, Inc. (NASDAQ:AMZN)
ETF DAILY NEWS· 6 days agoThe firm purchased 19,278 shares of the e-commerce giant’s stock, valued at approximately...
Partners Group selects head of new Hong Kong office
Pensions & Investments· 14 hours agoHenry Chui was appointed by private markets investment company Partners Group to head its new Hong Kong office in addition to his current role as head of private& ...
Zoetis Inc. (NYSE:ZTS) Shares Acquired by Eventide Asset Management LLC
ETF DAILY NEWS· 6 days agoThe firm owned 3,153 shares of the company’s stock after buying an additional 917 shares during the period. Other large investors have also modified their holdings of the ...
ICA Group Wealth Management LLC Trims Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)
ETF DAILY NEWS· 4 days agoICA Group Wealth Management LLC cut its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.0% during the 4th quarter, HoldingsChannel.com ...
Investors eyeing opportunities in accounting firms - Indianapolis Business Journal
Indianapolis Business Journal· 14 hours agoAs technology and other factors transform the accounting industry, a growing number of firms are turning to private equity investments to help them keep up with the pace of ...
Gen X stands to gain the most wealth from the $84 trillion wealth transfer
CNBC· 3 days agoThe findings cast a spotlight on the large wealth potential for Generation X, which has been largely...
