The private wealth solutions unit was set up by Fortress in 2022. Credit: Funtap/ Shutterstock.com. Fortress Investment Group has named Yuko Umino to oversee its private wealth solutions activities in ...
Sequoia Financial Group has acquired BSW Wealth Partners, an independent wealth management business based in Colorado, for an undisclosed sum. Established in 1992, BSW works with clients across the ...
Dickerson Jackson & Associates was set up in 2004. Credit: R Photography Background/ Shutterstock.com. Wealth Enhancement has acquired the investment advisory operations of Dickerson Jackson & ...
Groww is seeking to widen its investment platform beyond domestic offerings. Credit: Rahbar stock/ Shutterstock.com. Groww Asset Management Company (AMC) has closed its Rs5.8bn ($64.2m) investment ...
If UBS drops beneath that point, it would be required to halt investor distributions and share repurchases. Credit: RidhamSupriyanto/ Shutterstock.com. A committee in Switzerland’s upper house ...
Platypus oversaw about A$5bn ($3.6bn) in 2024. Credit: JHVEPhoto/ Shutterstock.com. Australian Unity has decided to shut down Platypus Asset Management, the group’s Australian equities subsidiary, ...
The rules set maximum holdings based on an issuer’s publicly tradable shares. Credit: piksik/ Shutterstock.com. Türkiye’s capital markets regulator has introduced restrictions on hedge fund holdings, ...
The initiative is part of a wider restructuring led by Barry Sommers, CEO of Wealth & Investment Management at Wells Fargo. Credit: Sundry Photography/ Shutterstock.com. Wells Fargo is intensifying ...
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