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

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

EFG Dubai, a subsidiary of EFG International, has appointed Soha Nashaat as its new executive chair, effective 1 May 2025.

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

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

Altruist, a modern custodian catering to RIAs, has announced the successful completion of a $152m Series F funding round, led ...

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

Concurrent Investment Advisors has introduced WealthSelect, an investment platform to enhance the capabilities of financial ...

Asset manager 360 ONE WAM has agreed to acquire UBS’ onshore wealth management business in India to bolster the wealth ...

Despite the growth of crypto ETFs, institutional investors must still contend with risks such as asset concentration and ...

Macquarie Group has signed an agreement to divest its North American and European public investments business to Nomura.

TPG and Temasek have reached a definitive agreement to acquire a minority stake in Cliffwater, an independent adviser ...