The Abu Dhabi Investment (ADIO) has collaborated with Alpheya, aimed at enhancing digital wealth management capabilities ...

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

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

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.

The Bank of New York Mellon (BNY) has obtained a regional headquarters (RHQ) licence from the Ministry of Investments in ...

Digital wealth platform Zoe has secured $29.6m in a Series B funding round, led by Sageview Capital. The investment takes the ...

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

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

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

F2 Strategy has announced the acquisition of Florida-based financial technology, software and operations provider, MD ...

Gulf International Bank Group (GIB Group) and Stanhope Capital Group have collaborated to offer wealth advisory services ...