Mediobanca has launched a bid to acquire 100% of the shares of Italian private bank Banca Generali for €6.3bn ($7.15bn).

Harbourfront Wealth Holdings has acquired wealth advisory firm KJ Harrison & Partners, a Toronto, Canada-based firm managing assets worth $2.2bn. The deal consideration remains undisclosed. This ...

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

HSBC has launched a wealth Centre at The Star Vista in Singapore, aiming to offer tailored financial services to affluent ...

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

Asset manager 360 ONE WAM has agreed to acquire UBS’ onshore wealth management business in India to bolster the wealth ...

Despite the growth of crypto ETFs, institutional investors must still contend with risks such as asset concentration and ...

Growth accelerator Elevation Point has invested in Fortage Capital Advisors, a wealth management firm headquartered in ...

Macquarie Group has signed an agreement to divest its North American and European public investments business to Nomura.

Altruist, a modern custodian catering to RIAs, has announced the successful completion of a $152m Series F funding round, led ...

Private equity firm Stone Point Capital has agreed to invest in Ultimus Fund Solutions, a fund administration solutions ...