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 ...

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

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 ...

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

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 ...

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

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

UK’s Financial Conduct Authority (FCA) has expanded into the US and Asia-Pacific to improve international cooperation.