Cleveland-based wealth management firm MAI Capital Management partners with fintech iCapital to streamline and scale its ...

UBS Group has agreed to pay $511m to resolve a US investigation into its subsidiary, Credit Suisse Group, regarding its role ...

Mercer, a subsidiary of Marsh McLennan, has completed the acquisition of SECOR Asset Management for an undisclosed sum.

Mariner Financial Services has acquired Hyre Personal Wealth Advisors, a firm based in Columbus, Ohio. It will ...

The Abu Dhabi Investment (ADIO) has collaborated with Alpheya, aimed at enhancing digital wealth management capabilities ...

Swiss giant UBS Group is in advanced negotiations with General Atlantic to enter the private credit market through a ...

Abu Dhabi-based alternative asset manager Lunate has reached an agreement to take a minority stake in Azura Partners.

Trump 2.0 hits 100-days on 30 April. Anthony Scaramucci and Adam Kinzinger discuss tariffs and Congress’ failure to hold ...

The Bank of New York Mellon (BNY) has obtained a regional headquarters (RHQ) licence from the Ministry of Investments in ...

Digital wealth platform Zoe has secured $29.6m in a Series B funding round, led by Sageview Capital. The investment takes the ...

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like ...

CW Advisors currently manages a total of more than $13bn in assets. Credit: LALAKA/Shutterstock. Boston-based RIA CW Advisors (CWA) has announced the acquisition of two RIAs, the Wolf Group Capital ...