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

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

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

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

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

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

Private equity firm Stone Point Capital has agreed to invest in Ultimus Fund Solutions, a fund administration solutions ...

Boston-based RIA CW Advisors (CWA) has announced the acquisition of two RIAs, the Wolf Group Capital Advisors and Parsons ...

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

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

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

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