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Wealthspire Advisors' Ground Control Acquires Arena Wealth

Wealthspire’s Ground Control Acquires $1B Wealth Manager in London

Direct Investment | October 26, 2026

Wealthspire Advisors’ unit, Ground Control Business Management, has acquired a United Kingdom-based management firm, marking the division’s third transaction in the European market.  London-based private wealth manager Atlantic Swiss manages over $1 billion in total client assets and administration and is led by founder and president Craig Bell.  The firm provides financial planning, investment management

Modern Wealth Management Acquires $330M Practice in California

Modern Wealth Management Acquires $330M Practice in California

Direct Investment | October 26, 2026

Modern Wealth Management has purchased another California-based wealth management firm, which oversees $330 million in assets under management.     Lodi, CA-based 4thGEN Wealth Management, founded in 2015, provides investment management, retirement planning, and succession planning to high-net-worth clients, including business owners, pre-retirees, investors, and members of the agricultural sector.  The team is led by advisors Kenneth

Hines Completes Record $591M Multifamily DST Offering

Hines Completes Record $591M Multifamily DST Offering

Alternative Assets | October 26, 2026

Hines has completed its largest Delaware statutory trust offering, raising about $591 million to buy two apartment properties in Coral Gables, Florida, and Chicago. The offering, HREX 9 DST, is the ninth completed by its Hines Private Wealth Solutions unit. The offering closed with about 550 investors, according to a federal filing. Its first sale

Town Lane Closes Second RE Fund at $1.9B

Town Lane Closes Second RE Fund at $1.9B

Alternative Assets | October 26, 2026

Town Lane has closed its second opportunistic real estate fund with $1.9 billion in investor commitments, reaching its hard cap and expanding its capacity to pursue U.S. property investments amid market dislocation. Town Lane Real Estate Opportunities Fund II is 52% larger than the firm’s $1.25 billion inaugural fund, raised in 2024. The latest vehicle