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

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 ...

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

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

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

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

Trump 2.0 hits 100-days on 30 April. Anthony Scaramucci and Adam Kinzinger discuss tariffs and Congress’ failure to hold ...

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

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