Citi’s investment management unit head joins BlackRock – report
Wealth Management & Private Banking
EP Wealth acquires Clearview Wealth Advisors
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
Revolut to recruit new team to expand wealth management offering
Aberdeen Investments to acquire $2bn CEF assets from MFS
Hamilton Lane to distribute private-market funds in Taiwan – report
OnCorps AI secures $55m to expedite product innovation
Barclays makes strategic investment in United Fintech
