Natasha Pfeiffer helped steward retirement plan-focused RIA SageView through its sale to Creative Planning last year. She previously worked with Alaris CEO Allen Darby at United Capital Financial ...

Snyder was the principal alternatives investments gatekeeper at the RIA. He joined the firm as an associate on the team in ...

Sharely is led by founder and chief executive Soraya Depowski, a former Goldman Sachs vice president and senior technology product manager. In late 2024, Sharely revealed it was accepted into the Bank ...

Callaway Cloud Consulting is led by chief executive Brandon Gage, a founding member of early RIA aggregator United Capital.

The AIM-listed group reported operating and Ebitda losses, as it opted for a 'shorter, more contemporary brand.' ...

UK advice and investment management firm W1M is majority owned by private equity firm Lovell Minnick Partners.

Advisors who custody with Vanguard-owned Altruist can now allocate to pooled investment vehicles which buy shares in late-stage private companies before they IPO.

The German bank recruits former UBP head of Asia private markets group boss as head of alternative investment specialists for ...

Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $90tn in assets around the world, whether you are a finan ...

Pictet Asset Management duo Freeman Tsang and Andy Wong, share the the hedge fund resurgance, and which funds are driving ...

Momentum Life Insurance has appointed actuary and industry executive Joretha Bothma (pictured above) as executive head of ...

Miami-based Corient, which manages about $572bn in assets globally, is controlled by Mubadala Capital, an affiliate of the Abu Dhabi Investment Authority. Historically, Corient was the wealth ...