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It Isn’t Just Private Equity. Sovereign Wealth Funds Want a Piece of the Wealth Management Business.
Private-equity funds have long played a dominant role in providing outside investment for independent wealth management firms. But as registered investment advisor firms get bigger, approaching or ...
Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer.
Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.
The Boston-based asset manager oversees more than $1.3 trillion in assets for over 3,000 clients worldwide. Known for its ...
As wealth demographics have shifted, and client expectations have evolved, so too has the role of the financial advisor.
Capital is acquiring from Citi one of its subsidiaries, Citi Global Alternatives, LLC, advisor to Citi Wealth’s alternative ...
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Private Banker International on MSNiCapital announces acquisition of Citi Global AlternativesFintech platform iCapital has announced the acquisition of Citi Global Alternatives, an indirect subsidiary of Citi. Details ...
"We are excited to partner with Citi Wealth to drive growth for their alternatives business globally. iCapital's technology ...
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its ...
President Trump attended a lunch with more than 30 major U.S. business and tech leaders in one of his first events after ...
Citigroup is selling a unit that houses some 180 private-credit, private-equity, infrastructure, and other alternative-asset ...
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