Waterloo Capital takes equity stake in Allied Portfolio Management
United States
US regulators seek to ease reporting load for private funds
SEC and CFTC propose raising the reporting threshold from $150m in private fund assets under management to $1bn.
HSBC banker Gerry Keefe exits after restructuring
Perella Weinberg to buy UK advisory boutique Gleacher Shacklock
Bill Ackman in talks on new Pershing Square ‘asymmetric’ strategy
Mercer Advisors sets up women-focused wealth practice
Schroders chief says wealth arm will stay after Nuveen deal – report
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