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.

Growth accelerator Elevation Point has invested in Fortage Capital Advisors, a wealth management firm headquartered in ...

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 ...

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

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

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

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