Private equity firm Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform HRK LUNIS. This deal is Seven2's inaugural investment ...

a prominent German independent wealth management platform. This acquisition marks Seven2's first investment in Germany and a strategic step in its European expansion. The transaction, which ...

Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, as it looks to accelerate user growth ...

AMJ Financial Wealth Management decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing ...

The announcement was made at a landmark event held at the prestigious MCA Club, Mumbai, attended by 100+ prominent wealth management leaders, industry veterans, and partners including the likes of ...

Achieving global leadership from its home base in New York, iCapital wins the award for North America’s best technology ...

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

World Investment Advisors, formerly known as the Pensionmark Financial Group, announced the launch of a new open-architecture, multi-custodial investment and portfolio management platform ... step for ...

A new award for Euromoney in 2025 sees our analysts and our external judges – the latter, a group of veteran private bankers ...

It's not easy, but it's definitely worthwhile and rewarding.” “I decided to pursue a career in wealth management when I was in graduate school, making a career switch. I had no idea what I ...