Asset Managers Launch Infrastructure Funds for the Wealth Channel
Historically, infrastructure had been prized for its “safety.” Now might be a good moment to get more exciting returns.
Source: wealthmanagement.com
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UMBFS currently provides fund administration, fund accounting, custody, transfer agency and distribution services to StepStone’s flagship fund, StepStone Private Markets
Kristine Westley Maureen Quill Fund Services Stepstone Group Private Wealth Infrastructure Fund Financial Corporation
Source: assetservicingtimes.com
The Defined Contribution Alternatives Association (DCALTA) Welcomes Drew Carrington, James Hannigan and Avi Turetsky to its Board of Directors
/PRNewswire/ -- DCALTA, a leading non-profit association in the U.S. retirement ecosystem, is pleased to announce the appointment of Drew Carrington from...
Source: prnewswire.com
Financial advisory firm Farther and the 'vanilla' RIA landscape
Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.
Source: financial-planning.com
Farther surpasses $675m AUM as digital RIAs gain traction
A new generation of RIAs, unhappy with the digital experience available from current fintech, are just building technology themselves.
Source: investmentnews.com
LGT Crestone brings VC offering to local HNWs
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors.
Source: financialstandard.com.au
StepStone Group Inc. (STEP) Q2 2023 Earnings Call Transcript
StepStone Group Inc. (NASDAQ:NASDAQ:STEP) Q2 2023 Earnings Conference Call November 3, 2022, 05:00 PM ET Company Participants Seth Weiss - MD of Corporate IR Scott Hart - CEO Michael McCabe...
Source: seekingalpha.com