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

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

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 ...

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

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

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

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

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

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

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