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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
KPMG warned institutional investors to prepare for the "One Big Beautiful Bill" tax overhaul in Congress. The bill's Section 899 targets foreign states with punitive taxes, potentially ending Section 892 exemptions. TMRS, BCI, and NYSCRF reported large allocations. Bristol County and Falmouth issued RFPs. OIA posted record profits, Apollo-backed Athora eyes PIC, and Lloyds plans to shift £6B in pension assets to Scottish Widows, doubling its master trust scheme.
Wealth Channel News
Wealthbrix Capital Partners, led by ex-Emirates NBD leaders, launched in Dubai to target HNW clients with a $7B AUM goal. Centrica Wealth Management debuted in Miami, founded by JPMorgan veterans. M&A news includes Compound Planning, Focus Partners, and Carson Group expanding advisor teams. Talent moves spanned Apollon, Deutsche Bank, and Brainvest. An Interactive Brokers survey shows RIAs shifting to non-U.S. equities amid declining confidence in domestic markets.
Private Fund News
ICG has secured €5B for ICG Europe IX, halfway to its €10B target, with support from pensions like PA Public School Employees and NYSCRF. In private equity, Morgan Stanley, Greenbelt Capital, and Investors Capital raised major funds. VC firms Campus Fund, Movens Capital, and Storytime Capital launched early-stage vehicles. Other news includes Apollo’s $106.7M tokenized fund, Wellington Management planning a secondaries arm, and Brookfield Oaktree preparing a semi-liquid private equity fund for 2025.
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