Australian investment manager Perpetual said it is in talks with Bain Capital over a potential sale of its $14 billion wealth-management business.
NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...
Thryve Wealth Management, LLC, an independent registered investment advisor providing a fiduciary model that incorporates advanced planning and innovative traditional portfolio management solutions, ...
LONDON--(BUSINESS WIRE)--Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private ...
LIQID, one of Germany’s digital wealth managers, is expanding tech platform and partners w/ Upvest, Europe’s provider of ...
Bain Capital's $4.5 billion bid to take Envestnet private is approved, with a closing expected in Q4 2024. Envestnet provides critical wealth management software and services, generating revenue from ...
Private-equity firm GTCR said Wednesday that it would acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company with approximately $34 billion in total assets as of Sept ...
(Bloomberg) -- EQT AB has appointed Peter Aliprantis as head of its Americas private wealth management business, furthering a push across the industry to offer high-net-worth clients access to private ...
After decades of wooing institutional investors and the super wealthy, private equity firms have chosen a difficult task: convincing legions of retail advisors and their investors that private ...
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