Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory ...

UBS Group has established a tie-up with General Atlantic, aiming to support private credit opportunities. This collaboration ...

Artificial Intelligence has finally arrived not as a sci-fi spectacle, but as a practical, powerful worker embedded into the ...

VisionPoint Advisory Group has merged with Navitas Wealth Advisors to establish Balefire, an advisory business registered ...

UBS Group has agreed to pay $511m to resolve a US investigation into its subsidiary, Credit Suisse Group, regarding its role ...

Cleveland-based wealth management firm MAI Capital Management partners with fintech iCapital to streamline and scale its ...

Mercer, a subsidiary of Marsh McLennan, has completed the acquisition of SECOR Asset Management for an undisclosed sum.

Mariner Financial Services has acquired Hyre Personal Wealth Advisors, a firm based in Columbus, Ohio. It will ...

For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward ...

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

Abu Dhabi-based alternative asset manager Lunate has reached an agreement to take a minority stake in Azura Partners.

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