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 ...

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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.

Per a Form 13-F filing with the Securities and Exchange Commission yesterday, Warren Buffett’s Berkshire Hathaway ( BRK.B) ...

Capital is acquiring from Citi one of its subsidiaries, Citi Global Alternatives, LLC, advisor to Citi Wealth’s alternative ...

Fintech 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 ...

Citigroup is selling a unit that houses some 180 private-credit, private-equity, infrastructure, and other alternative-asset ...