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.
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.
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 ...
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.
Goldman Sachs ranked as the leading M&A financial adviser in North America by deal value in the first quarter of 2026, while Houlihan Lokey led by number of mandates, according to GlobalData’s latest ...
Deutsche Bank has notified financial regulators about possible violations of EU sanctions rules tied to Russian clients.
Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified managed account (UMA) programme for its wealth clients.
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