North America

News

RBC Wealth Management appoints chief commercial officer

William Hepburne-Scott will oversee the delivery of the firm’s commercial plans for European Wealth Management.

Vidhya Edwards Munnangi

News

Nuveen concludes £9.9bn Schroders acquisition

Features

Interview: Citi Private Bank North America head Chris Biotti on private markets, moderate returns and hiring plans

News

QIA, JP Morgan agree $20bn investment tie-up spanning equities and credit

News

Goldman Sachs names new co-heads of Investment Strategy Group

News

Goldman Sachs, IG Wealth tie up on Canadian wealth portfolios

News

Morgan Stanley, Goldman near top roles on Anthropic’s $2tn IPO – report

Interviews

Interview: BlackRock’s Ronald Ratcliffe on why traditional diversification fails wealth managers

News

Kirkland tops North America M&A table in H1

Vidhya Edwards Munnangi

News

Goldman Sachs tops North America M&A advisers by value in H1 2026, Houlihan Lokey leads by volume

Vidhya Edwards Munnangi

News

MSCI and UBS team up to push for greater transparency in private markets

Kuldeep Jha

News

Morgan Stanley to plug stock-plan platforms with external AI agents – report

Satarupa Bhowmik

News

Wellington to acquire Hartford Funds in $1.9bn deal

Vidhya Edwards Munnangi

News

Fidelity hires Prezzavento for ETF strategy role

Vidhya Edwards Munnangi

News

Lazard agrees $575m Campbell Lutyens acquisition to form private capital arm

Kuldeep Jha

News

Jain Global to return investor cash and run money only for Millennium

Kuldeep Jha

News

Instacart co-founder launches hedge fund backing AI agents over portfolio managers

Kuldeep Jha

News

Wall Street banks offered Anthropic access on sharply different fees

Kuldeep Jha

News

Goldman Sachs tops North America M&A advisers by value in Q1 2026, Houlihan Lokey leads by volume

Vidhya Edwards Munnangi

News

US regulators seek to ease reporting load for private funds

Kuldeep Jha

News

Waterloo Capital takes equity stake in Allied Portfolio Management

Kuldeep Jha

News

Schroders shareholders approve £9.9bn sale to Nuveen

Kuldeep Jha

News

HSBC banker Gerry Keefe exits after restructuring

Shivam Mishra

News

Perella Weinberg to buy UK advisory boutique Gleacher Shacklock

Kuldeep Jha

News

Bill Ackman in talks on new Pershing Square ‘asymmetric’ strategy

Kuldeep Jha

News

Mercer Advisors sets up women-focused wealth practice

Satarupa Bhowmik

News

Schroders chief says wealth arm will stay after Nuveen deal – report

Shivam Mishra

News

Citi Wealth appoints Chad Reddy to lead western US market

Vidhya Edwards Munnangi

News

Wachtell, Lipton, Rosen & Katz and Kirkland & Ellis top North American M&A legal adviser rankings for 2025

Vidhya Edwards Munnangi

News

JPMorgan and Houlihan Lokey top North American M&A adviser rankings for 2025

Vidhya Edwards Munnangi

News

JPMorgan sets up dedicated private capital advisory unit

Kuldeep Jha

News

First Financial completes all-stock acquisition of BankFinancial

Shubhendu Vimal

News

Wealth Enhancement expands with addition of Ascent Private Wealth

Shubhendu Vimal

News

Harris Evans launches new US wealth manager Coin and Seed

Shubhendu Vimal

News

Wealth management employee class action settlement reaches $25.5m accord

Shalini MP Nair

News

Finster AI secures $15m funding for New York expansion

Shalini MP Nair

News

Goldman Sachs, Houlihan Lokey lead North America M&A advisory during Q1-Q3 2025

Vidhya Edwards Munnangi

News

Wachtell, Kirkland emerge top North American M&A legal advisory during Q1-Q3 2025

Vidhya Edwards Munnangi

Sections

Sections

Sections

Sections

Sections

RBC Wealth Management appoints chief commercial officer

Nuveen concludes £9.9bn Schroders acquisition

Interview: Citi Private Bank North America head Chris Biotti on private markets, moderate returns and hiring plans

Kirkland tops North America M&A table in H1

Goldman Sachs tops North America M&A advisers by value in H1 2026, Houlihan Lokey leads by volume

MSCI and UBS team up to push for greater transparency in private markets

Morgan Stanley to plug stock-plan platforms with external AI agents – report

Wellington to acquire Hartford Funds in $1.9bn deal

Fidelity hires Prezzavento for ETF strategy role

Lazard agrees $575m Campbell Lutyens acquisition to form private capital arm

Jain Global to return investor cash and run money only for Millennium

Instacart co-founder launches hedge fund backing AI agents over portfolio managers

Wall Street banks offered Anthropic access on sharply different fees

Goldman Sachs tops North America M&A advisers by value in Q1 2026, Houlihan Lokey leads by volume

US regulators seek to ease reporting load for private funds

Waterloo Capital takes equity stake in Allied Portfolio Management

Schroders shareholders approve £9.9bn sale to Nuveen

HSBC banker Gerry Keefe exits after restructuring

Perella Weinberg to buy UK advisory boutique Gleacher Shacklock

Bill Ackman in talks on new Pershing Square ‘asymmetric’ strategy

Mercer Advisors sets up women-focused wealth practice

Schroders chief says wealth arm will stay after Nuveen deal – report

Citi Wealth appoints Chad Reddy to lead western US market

Wachtell, Lipton, Rosen & Katz and Kirkland & Ellis top North American M&A legal adviser rankings for 2025

JPMorgan and Houlihan Lokey top North American M&A adviser rankings for 2025

JPMorgan sets up dedicated private capital advisory unit

First Financial completes all-stock acquisition of BankFinancial

Wealth Enhancement expands with addition of Ascent Private Wealth

Harris Evans launches new US wealth manager Coin and Seed

Wealth management employee class action settlement reaches $25.5m accord

Finster AI secures $15m funding for New York expansion

Goldman Sachs, Houlihan Lokey lead North America M&A advisory during Q1-Q3 2025

Wachtell, Kirkland emerge top North American M&A legal advisory during Q1-Q3 2025

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