The platform will help BTA comply with regulatory standards in wealth and investment management across multiple jurisdictions. Credit: Koto Amatsukami/Shutterstock.com. Dubai-based financial ...

Bernstein Private Wealth Management offers advisory services to ultrahigh- and high-net-worth clients. Credit: Noom_Studio/Shutterstock.com. Bernstein Private Wealth ...

iCapital has taken a step forward in its objective to increase access to alternative investments by announcing a strategic investment in Tangible Markets, a liquidity solution provider for private ...

The acquisition is slated for completion in the last quarter of 2025, pending regulatory approvals. Credit: Tualek Photographer/ Shutterstock.com CI Global Asset Management (CI GAM) has reached an ...

Franklin Templeton has appointed Daniel Gamba as its new chief commercial officer, effective 15 October 2025. Based in New ...

The office will provide services including investment advisory, customer service, and financial advisory, all supported by the Aladdin system. Credit: Piotr Swat / Shutterstock.com US asset manager ...

Family offices are evolving rapidly as wealth passes between generations, technology reshapes back-office operations, and new ...

The US Securities and Exchange Commission has removed longstanding constraints that limited retail investors’ access to private funds.

Cerity Partners, a US-based independent wealth manager, has revealed plans to merge with Graypoint, a financial advisory firm located in Albany, New York. Graypoint oversees assets worth more than ...

Street has over a 34-year tenure in investment management. Credit: Ody_Stocker/ Shutterstock.com J O Hambro Capital Management (JOHCM) has appointed Bill Street as its new CEO, subject to regulatory ...