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 ...
Australian investment manager Perpetual said it is in talks with Bain Capital over a potential sale of its $14 billion wealth-management business.
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 ...
Thryve Wealth Management, LLC, an independent registered investment advisor providing a fiduciary model that incorporates advanced planning and innovative traditional portfolio management solutions, ...
LIQID, one of Germany’s digital wealth managers, is expanding tech platform and partners w/ Upvest, Europe’s provider of ...
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 ...
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 ...
(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 ...
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