The world’s wealth is about to change hands on a massive scale. Today, baby boomers control more than half of America’s wealth — roughly $78.5 trillion, or 51.8% of the nation’s total. (1) They also make up nearly half of the globe’s ultra-wealthy, defined as individuals worth at least $30 million, according to a recent ALTRATA report. (2) But that is about to change. Over the next two decades, trillions of dollars will be turned over to their heirs in a shift that is being called "The Great Wealth Tran ...

Our next guest sees lots of tailwinds for PE going into 2026. Joining us here at Post 9 with her private markets outlook is Anastasia Amaroso, managing director and chief investment strategist for private wealth and retirement at Partners Group. Welcome back.Good to have you. Good morning. So, why do you think the tide turns for 26. >> I mean, I think the tide has already turned.Clearly, it's not being reflected in the stock prices, but if you look at private markets activity across the board has picked up ...

Viral cookie chain Crumbl has blanketed the country with its Instagrammy desserts powered by new private equity backing. It’s also battling layoffs, chaotic operations and paper-thin margins https://t.co/p5a0mqJUQb ...

Core Insights - Trajan Wealth is a $2.5 billion registered investment advisor (RIA) that serves a diverse clientele, including mass affluent, high-net-worth, and ultra-high-net-worth individuals, offering a comprehensive range of services beyond wealth management [5][2]. Investment Strategy - The firm employs a variety of investment products, including managed equity models, alternatives like managed futures, and fixed-income strategies, aiming to provide crisis alpha and capitalize on market trends [1][4]. - Trajan Wealth focuses on large cap growth, particularly in technology, while balancing this with large cap value investments to mitigate volatility [9][10]. - The firm is cautious about private credit investments due to concerns over covenant-lite loans and the lack of transparency in performance [20][22]. Client Segmentation and Services - Clientele is segmented into three groups: mass affluent (with $500,000 to $1 million in assets), high-net-worth, and ultra-high-net-worth individuals, with services including estate planning, tax planning, and insurance [2][5]. - The firm aims to be a one-stop shop for clients' financial needs, integrating various services under one roof [4]. Asset Management Approach - Trajan Wealth conducts in-house asset management, employing a robust team of analysts and portfolio managers to research and position investments [14]. - The firm avoids fund-of-funds strategies to reduce fees and instead collaborates directly with private equity firms for tailored investment opportunities [15][16]. Market Outlook - The firm is cautious about the current market environment, particularly regarding valuations in the tech sector and potential volatility in fixed-income markets due to Federal Reserve policies [11][12]. - Trajan Wealth is selective in high-yield investments, emphasizing thorough credit analysis to ensure the ability of borrowers to repay debt [13]. International Investments - The firm invests primarily in developed markets, favoring countries like India for growth potential while maintaining positions in stable markets like Switzerland [25].

I am joined by Robert Griffin, the third former college football star, Heisman Trophy winner, then NFL star for the then Washington Redskins. Now, of course, the commanders and then transitioning to a star broadcaster on ESPN and now on Fox. RG three.Let me you know who was the first person that called you. RG, three. Curious.Yeah, yeah. So I used to be called rlg three in high school, which, you know, doesn't quite have the same ring to it. You know, some people called me RT, r2 d2, but it was actually a b ...

French private equity firm Ardian plans to open an office in Kuwait, joining a growing cohort of global financial companies in establishing a presence in the Gulf state https://t.co/rdBihAaDJv ...

A trio of Middle Eastern funds have agreed to stump up $24 billion to help bankroll Paramount’s bid for Warner Bros. The region’s exposure to the deal is likely larger, once its deep ties to private equity firms behind the bid are factored in https://t.co/38hvP3hC8X ...

A private equity veteran who joined one of London’s most prominent family offices to lead a strategy shift away from public markets has left in the latest shake-up of the firm’s senior management https://t.co/KYjKeL1sKi ...

Canada Pension Plan Investment Board, one of the largest investment firms globally, is unlikely to partner with private equity managers that start demanding fees from institutional investors who invest alongside them in deals. https://t.co/KV2D8ygMwU ...

Some of the biggest private equity owned portfolio companies in the UK are still failing to comply with any of the core components of a set of industry guidelines on financial reporting established nearly two-decades ago https://t.co/cGdtrsC3c3 ...