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 ...

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

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

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

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.

State Street has reported a net income of $644m for Q1 2025, a 39% increase from $463m during the same period a year ago.

Schroders has reportedly reduced its workforce size at its wholly-owned China fund management subsidiary, SIMC.

Alternative asset management platform Constellation Wealth Capital (CWC) has purchased a minority stake in Procyon Partners.

Paul, Weiss, Rifkind, Wharton & Garrison and Debevoise & Plimpton have topped the mergers and acquisitions (M&A) rankings for legal advisers in the financial services sector during the first quarter ...

UBS and Rand Merchant Bank have emerged as the leading M&A financial advisers in the Middle East and Africa Q1 2025, ...