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 ...

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

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

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

F2 Strategy has announced the acquisition of Florida-based financial technology, software and operations provider, MD ...

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

For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward ...

Focus Financial Partners has appointed Adam Birenbaum as its president and Justin Ferri as chief operating officer (COO).

Gulf International Bank Group (GIB Group) and Stanhope Capital Group have collaborated to offer wealth advisory services ...

UBS Group reported a net profit attributable to shareholders of $1.69bn for Q1 2025, a 3.5% decrease from Q1 2024.

California’s EP Wealth Advisors has strengthened its regional footprint with the purchase of NBS Financial Services.