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Stay ahead of the latest trends in wealth management, institutional investing, and private markets with Dakota’s daily newsletter — your go-to source for key updates on fund allocations, manager moves, and industry shifts.
Designed for investment sales professionals and fundraisers, we deliver the insights you need to navigate the evolving landscape, track major investor activity, and identify new opportunities.
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Institutional Investor News
BCI is the latest to deepen focus on domestic infrastructure, joining Canada’s growing “Buy Canadian” trend. Its I&RR portfolio grew 18%, outperforming benchmarks with investments like BBGI Global Infrastructure and Rakuten Mobile. Dahab Associates and UTIMCO launched mandates; Washington State committed $1.5B across TPG, Sixth Street, Stonepeak, and GTCR. New appointments include at Tennessee Treasury, GEPF, LGPS Central, Ilmarinen, and MacArthur Foundation. QIA also launched a $200M equity strategy with Fiera Capital.
Wealth Channel News
Wren Sterling acquired City Financial, expanding in Scotland with 38 teams and £700M in assets. The firm continues organic and M&A growth with recent acquisitions like JLS Associates, Investment Choices, and Broadway Financial Planning. M&A news includes Edelman Financial Engines, Indosuez Wealth, and BNP Paribas Monaco. Advisor moves span Daymark, Compound Planning, Scotia Wealth, CVC Capital, Snowden Lane, and Barclays. Quintet Private Bank partnered with BlackRock on ELTIF private markets access.
Private Fund News
Apollo sees strong momentum for European private credit, highlighting structural advantages and strong investor appetite. Recent moves include Ares’ €30B credit raise, AXA IM Alts’ ELTIF launch, and Carlyle’s expansion. In private equity, PAG, Aria Growth, and Avista Healthcare Partners closed new funds. VC news includes Blume Ventures, EdenBase, KAYA VC, and Traction Capital launches. Daiwa Securities, Samty, and Hillhouse started a ¥100B real estate fund. Updates also include PGIM, MSCI, Northern Trust, and Watchtower Capital.
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