Gatekeepers of all stripes expect to increase private market allocations in their client portfolios. At Citywire’s private ...

Mega-RIA MAI Capital Management revealed a seemingly unorthodox hire on Monday, appointing a former journalist to help lead ...

Citywire Johannesburg Forum delegates strongly backed government bonds for safety, while global equities led plans for the ...

Wellington Management has decided to shut down the Wellington FinTech Fund, according to a shareholder notice seen by Citywire. The strategy, scheduled for liquidation on 12 November, held ...

Insurance holding company and RIA investor Sammons Financial Group revealed on Tuesday that it is rebranding the name of its ...

You can’t just keep doing the same thing, especially if things are not working,' said Edgewood Management partner and portfolio manager Larry Creel.

French pension and insurance firm Carac has hired Yoni Krief (pictured) as its head of unit-linked funds. Krief, who was was ...

Damon Joyner has succeeded Ernest Sampson as PCS' chief executive, with Sampson staying involved as co-chair. Hybrid RIA and ...

Mega-RIA Wealth Enhancement (WE) is accusing a former advisor of contract breaches after he left for RIA platform RFG Advisory earlier this month. Filings for the case, now being heard in the US ...

Kerry Nelson and Jacqueline Stephens were subject to an FCA criminal investigation. Two directors at Nexus Independent Financial Advisers Limited have plead guilty and admitted to defrauding clients ...

Wellington Management has decided to shut down the Wellington FinTech Fund, according to a shareholder notice seen by Citywire. The strategy, scheduled for liquidation on 12 November, held ...

Marc Brodard and Martin Freiermuth together bring 70 years of industry experience to the Geneva-based private bank.