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.

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

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

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

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

Citi and Houlihan Lokey have emerged as the top mergers and acquisitions (M&A) financial advisers in the financial services ...

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

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