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 ...

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 ...

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

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

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

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

Focus Financial Partners has appointed Adam Birenbaum as its president and Justin Ferri as chief operating officer (COO).

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