News, Comment & Analysis results for Founder

M and A
October 21, 2025

Private Equity House Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's

Alt Investments
October 20, 2025

Cryptocurrency Figure's Family Office Eyes $250 Million PE Fund – Report

The report highlights that investment in the cryptocurrency/digital assets space, not always an

People Moves
October 20, 2025

Former Bank, Wealth Manager Senior Figure Becomes WATC Operating Chief

South Dakota-headquartered Wealth Advisors Trust Company says it is expanding into a number of US

Strategy
October 20, 2025

One For Wealth Managers To Watch: The Miami-Dubai Business Connection

Two financial centers that appear to have important business connections are Miami and Dubai, and

M and A
October 16, 2025

F2 Strategy Continues Acquisitions With Consulting Deal

Backed by a majority owner, F2 Strategy has acquired a number of businesses in recent years. It

People Moves
October 16, 2025

Who's Moving Where In Wealth Management? – WisdomTree, Howden, Raymond James

The latest moves, appointments and personnel changes in North American wealth management.

Technology
October 16, 2025

Digital Digest: The Latest Tech News – Arch, Archway Group

The latest technology news in the wealth management sector from around the world.

M and A
October 15, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carnegie, AHL, Raymond James, Beacon Pointe Advisors

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
October 14, 2025

Goldman Sachs Steps Up Venture Capital Capabilities

The New York-headquartered firm has added a venture capital business, paying $665 million to

People Moves
October 14, 2025

Who's Moving Where In Wealth Management? – Grant Philanthropic Advisors, Wellington

The latest moves, appointments and personnel changes in North American wealth management.

Comment & Analysis results for Founder