New York Private Bank & Trust (NYPB&T) has made a minority investment in multi-asset class investment management and advisory firm Gerber | Taylor Capital Advisors. The deal, whose financial details…
Wealth management platform Simon Markets, which spun out of Goldman Sachs in 2018, has closed…
GlobalData, a leading data and analytics company, has revealed its global league tables for top 10 legal advisers in South…
GlobalData, a leading data and analytics company, has revealed its global league tables for top 10 financial advisers in South…
British advisory firm Wren Sterling has secured a majority investment from investment funds affiliated with Lightyear Capital. Size and other…
Close Brothers Asset Management (CBAM), which offers financial advice and investment management services, has acquired PMN Financial Management to boost…
Multi-family office Stonehage Fleming has taken over the private client services business of Maitland, a privately owned global advisory, administration, and family office firm. Subject to regulatory approval, the Maitland…
Mariner Wealth has brokered a deal to buy AdvicePeriod, which oversees $5.1bn in assets under management (AUM), for an unknown sum. Founded in 2014 by industry veteran Steve Lockshin, the…
Cantor Fitzgerald Investment Advisors (CFIA), a subsidiary of US-based investment firm Cantor Fitzgerald, has acquired the asset management business of Smith Group Asset Management. Financial terms of the deal were…
Titan has raised $58m in its Series B fundraising to accelerate the development of its investment platform and suite of investment products, alongside expanding its core functional teams. The round…
GlobalData, a leading data and analytics company, has revealed its global league tables for top 10 legal advisers in financial services sector by value and volume for H1 2021 in…
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