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 ...

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

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

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).

Shackleton, a UK-based chartered financial adviser and wealth manager, has created Personal Injury and Court of Protection ...

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

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

Harbourfront Wealth Holdings has acquired wealth advisory firm KJ Harrison & Partners, a Toronto, Canada-based firm managing ...

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

A team of industry veterans has launched Uniting Wealth Partners (UWP), an RIA succession incubator supported by WAGN ...