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

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

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

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

Concurrent Investment Advisors has introduced WealthSelect, an investment platform to enhance the capabilities of financial ...

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

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

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

TPG and Temasek have reached a definitive agreement to acquire a minority stake in Cliffwater, an independent adviser ...

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

Alternative asset management platform Constellation Wealth Capital (CWC) has purchased a minority stake in Procyon Partners.

Schroders has reportedly reduced its workforce size at its wholly-owned China fund management subsidiary, SIMC.