A search fund is an investment vehicle formed to find, acquire, and operate a closely held business. Read more here.

Firms like $12 billion Brummer & Partners are hiring more internal portfolio managers.

How search funds work The original search fund model ... assets under management, he said. A searcher is a direct investor (usually the largest) and gets paid by growing the business.

Swiss-Asia Financial Services is not simply an external asset manager. It is a platform of platforms—one that empowers independent professionals across wealth, funds, and increasingly, family offices.

BlackRock has unveiled a “first-of-its-kind” model portfolio for US investors that delivers ... the real challenge has been integrating them at scale in a wealth management business. “GeoWealth’s UMA ...

In what the firm calls a first for the asset management industry ... and its Private Investments Fund, with $300 million of private equity assets. The models business may at some point become ...