Shackleton Advisers has reached an agreement to buy Hurst Point Group, in the biggest takeover in its history.

WELF has introduced a regulated wealth advisory business in the UAE, aimed at professional and institutional clients involved in cross-border wealth and capital movements.

Abundance’s longer-term aim is to move towards AI systems managing investment decisions across the portfolio on their own.

Wealth clients who wanted exposure to Anthropic’s February private fundraising were offered notably different fee terms, the FT reported.

AllianceBernstein Holding has wound down AB Arya, a hedge fund within its alternatives business, reported Bloomberg citing sources.

Voya Financial is under pressure from an activist shareholder to examine a sale of the whole company or parts of its $1.1tn pensions and insurance operations, reported Financial Times.

SEC and CFTC propose raising the reporting threshold from $150m in private fund assets under management to $1bn. US financial watchdogs have put forward changes aimed at reducing reporting demands on ...

Fried, Frank, Harris, Shriver & Jacobson and Kirkland & Ellis emerged as the top mergers and acquisitions legal advisers by value while Kirkland & Ellis took the top spot for deal volume during the Q1 ...

Modern Wealth Management has agreed to acquire the assets of Brown and Company, a Denver-based wealth advisory business that was formerly affiliated with LPL Financial.

Sixteen semi-liquid private funds run by groups including Blackstone, Blue Owl, Apollo and KKR generated more than $2bn in servicing fees for wealth advisers since 2017.

Zurich Retail Protection, a specialist business unit within Zurich UK, has introduced a tailored Private Client service aimed at advisers handling ultra high net worth (UHNW) protection cases.

Goldman Sachs ranked first among mergers and acquisitions financial advisers by deal value in the first quarter of 2026.