M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

Financial Results
20 January 2025

Quarterly Net Income Rises At Bank Of America's Wealth, Investment Arm

As it has done in its recent quarterly results, last week Bank of America spelled out the level of...

People Moves
20 January 2025

Who’s Moving Where In Wealth Management? – Brown Shipley, Moonfare, Allfunds

The latest moves, appointments and personnel changes among wealth management and related...

Wealth Strategies
17 January 2025

Natixis IM Positive On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global...

People Moves
17 January 2025

Universal Investment Group Names New Luxembourg Country Head, CEO

The new CEO will be responsible for increasing growth for UI’s Luxembourg platform, which has...