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 ...

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 ...

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

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 ...

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