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

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

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 ...

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

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

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

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

CW Advisors currently manages a total of more than $13bn in assets. Credit: LALAKA/Shutterstock. Boston-based RIA CW Advisors (CWA) has announced the acquisition of two RIAs, the Wolf Group Capital ...