VestGen has been on the hunt for a capital partner since 2025 and hired Raymond James as its investment banker leading the process.

The asset manager's private credit subsidiary Benefit Street Partners has acquired a $480m portfolio and a 14-strong team from Encina Lender Finance.

The deal marks Captrust’s seventh in North Carolina, where the company now has roughly 580 of its more than 2,000 national employees. Matheson said just over 68% of those 2,000 employees have a stake ...

Annex Wealth Management has struck again on the M&A market. The Wisconsin-based RIA said it has agreed to acquire Marietta ...

Effective from 8 October, Shuyu Gao was added to the management teams of the JPMorgan Funds - Total Emerging Markets Income Fund, the JPMorgan Funds - Emerging Markets Dividend Fund, and the ...

Across the UK-based funds that account for most of its assets, Evenlode has suffered outflows of nearly £2.9bn in the three ...

Record inflows across Europe are tempting a fresh wave of US asset managers to venture across the Atlantic. But ETF veteran, ...

Steve Lloyd is the latest Ascot Lloyd departure to found his own firm this year, and is targeting 100 advisers afer buying a £800m practice.

The dispute had stalled a SEK 200bn (€15.5bn) reshuffle of Sweden’s national premium pension platform relating to global equities. Indecap - whose Guide 2 strategy now faces removal from the platform ...

RFG Advisory CEO Shannon Spotswood joined Citywire's Amelia Holland to discuss how her background in investment banking and hedge fund management led her to become the top executive of a fast-growing ...

Timeline recorded another £3.3m loss after tax in 2025 but says it has now hit its goal of turning profitable this year. The comes as the low-cost provider, which makes most of its money from its ...

Watch: Interview with head of ex-US distribution at UBS UGA discusses how the bank is working with managers to get better ...