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

HSBC has launched a wealth Centre at The Star Vista in Singapore, aiming to offer tailored financial services to affluent ...

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

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

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 ...

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.

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

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

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 ...

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