04/23/2025
Carson Acquires $150M Carson Wealth Orlando Location
The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.
Wealth and Asset Management
04/23/2025
Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians
04/23/2025
Blackstone Lends $368 Million for Luxury Oslo Property Portfolio
It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.
04/22/2025
Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business
The transaction is subject to regulatory approvals
04/22/2025
UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced
This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.
04/22/2025
Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business
This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors
04/22/2025
EFG International Sets Up Asia Desk in London
The Swiss private bank EFG International is stepping into the breach.
04/22/2025
UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets
Strategic collaboration will enhance the wealth management solutions available to global Indian clients
04/22/2025
Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
04/22/2025
Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
04/22/2025
SNB: After a decent first quarter, things are getting rough
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
04/22/2025
Unlocking the power of unified managed households (UMH)
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
04/22/2025
Shackleton acquires asset management business from Irwin Mitchell
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
04/22/2025
Hargreaves Lansdown co-founder returns to board after £5.4bn takeover
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
04/22/2025
Generali and Partners Group launch private credit secondaries fund
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
04/22/2025
Peapack Private Bank & Trust Now Open in NYC
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
04/17/2025
Söderberg & Partners invests in four more UK IFA firms
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’
04/17/2025
Wealthy families embrace systemic rethink to impact investing
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
The survey explored investor views on sector opportunities for the second quarter of 2025
04/17/2025
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.