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

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

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

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

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

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

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

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

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

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 ...

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