Alternative investment platform Gridline secures $18.5m in Series A
United States
Wells Fargo switches to in-house proxy voting system
WIM will determine proxy votes for these assets using a policy and set of instructions it has developed.
AI advisory firm Zocks lands $45m Series B investment
Deutsche Börse to acquire Allfunds in €5.3bn transaction
Sarasin & Partners names Fiona O’Neill as head of investment
Merit Financial Advisors buys SSC Wealth
BlackRock ties senior executives’ pay to private market profits
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