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 & ...
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, ...
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 ...
Vivek Pandohi will take charge of the Global India franchise in the Middle East. Credit: Poetra.RH/ Shutterstock.com. HSBC Private Bank has made a series of senior appointments across its India, ...
The transaction is due to be completed in the second half of 2027, subject to regulatory and other approvals. Credit: NK_Studio.TH/ Shutterstock.com. Advent and a group of investors that includes ...
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