The great energy transition is ensuring environmental issues, or the ‘E’ in ESG investing, remains at the forefront of asset owners’ interests. However, in the wake of the Coronavirus pandemic, the ‘S ...

VestGen has been on the hunt for a capital partner since 2025 and hired Raymond James as its investment banker leading the process.

The asset manager's private credit subsidiary Benefit Street Partners has acquired a $480m portfolio and a 14-strong team from Encina Lender Finance.

Prince Financial Services had been affiliated with Northwestern Mutual for around 20 years, according to BrokerCheck disclosures.

The deal marks Captrust’s seventh in North Carolina, where the company now has roughly 580 of its more than 2,000 national employees. Matheson said just over 68% of those 2,000 employees have a stake ...

Steve Lloyd is the latest Ascot Lloyd departure to found his own firm this year, and is targeting 100 advisers afer buying a £800m practice.

Across the UK-based funds that account for most of its assets, Evenlode has suffered outflows of nearly £2.9bn in the three ...

Watch: Interview with head of ex-US distribution at UBS UGA discusses how the bank is working with managers to get better ...

Annex Wealth Management has struck again on the M&A market. The Wisconsin-based RIA said it has agreed to acquire Marietta ...

Record inflows across Europe are tempting a fresh wave of US asset managers to venture across the Atlantic. But ETF veteran, ...

It was announced last month that Paris-based ABN Amro IS was exploring a ‘strategic partnership’ to alter its business model, ...

The dispute had stalled a SEK 200bn (€15.5bn) reshuffle of Sweden’s national premium pension platform relating to global equities. Indecap - whose Guide 2 strategy now faces removal from the platform ...