Seed Investments’ head of investments explains why charm can cloud manager due diligence, and where the multi-manager is ...

The awards recognise independent advisers featured in Citywire South Africa’s 2026 Top 50 IFAs report. Winners will be ...

The Catenate Advisory co-founder discusses the firm’s advisory offering, the implications of expanded offshore investment ...

The next stage of the Bank of Singapore's investment process overhaul sees its robust optimisation approach implemented ...

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

South African investors looking offshore for diversification may be ending up with portfolios that are far more concentrated than they appear. Phil Robotham, head of South African client group at ...

Wealthspire's Ground Control business management unit has acquired Atlantic Swiss, which is based in London and works with ...

CircleBlack said it has tapped Vikram Chugh as CEO, replacing Lincoln Ross atop the company. Ross, who had been in the role since 2022, is staying on as a strategic advisor to the company as part of ...

Industry leaders warn that governance, accountability and data protection frameworks are lagging behind, exposing both advice firms and clients to risk.

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

Publicly traded wealth manager AlTI Global has raised approximately $85m in new debt capital, according to Securities and Exchange Commission (SEC) filings.

WATCH: There has been a lot of noise this year surrounding ‘NAV squeezing’ in evergreen funds. But GPs usually use quote ...