The Zug-based firm is reducing fees on its oldest evergreen vehicle ahead of a vote on a restructure next month.

Primary Health Properties ( PHP) is set to transfer its 27-unit private hospital portfolio into a 50:50 joint venture with Singapore sovereign wealth fund GIC. The £2.3bn healthcare real estate ...

At Citywire’s Windsor retreat, Professor Sarah Harper broke down the shifting demographic landscape and explained how wealth ...

Ken Hullings will become the broker-dealer’s executive vice president of independent advisor service business development, effective in November.

Eric Ervin, the former chief executive of high-profile crypto-for-RIAs startup Onramp Invest, has reemerged as the co-founder ...

From qualifications to facility with financial planning, recruitment consultants explain which client-facing candidates stand out in the wealth management sector today.

Wall Township–based wealth management practice ICG Next said it tripled in size with LPL but left to to pursue further growth ...

Schwab's trillion dollar asset management business is looking for a gatekeeper to join its investment manager research team.

RIA investor Elevation Point has taken a minority stake in Truing Capital Advisors, a Las Vegas-based practice that previously oversaw $750m in client assets at UBS. Truing Capital Advisors, which ...

US advice business Wealthspire has purchased Atlantic Swiss, a London advice firm focused on media, entertainment and sports clients. Founded in the early 2000s, Atlantic Swiss has over $1bn (£800m) ...

The judge’s jurisdiction ruling is the first step in the lawsuit brought by FNZ’s current and former staff over the alleged dilution of their equity.

Internal promotion comes as European fund selectors pour billions into rules-based strategies and L&G's external ETF assets ...