Tag:
wealth management
News
DriveWealth and IOL Privé Partner to Expand Digital Wealth Management
DriveWealth has announced a strategic partnership with IOL Privé, a new Uruguay-based premium wealth management offering designed for high-net-worth investors seeking greater access to...
News
Vanguard Launches Custom Model Portfolios for Financial Advisors
Vanguard, one of the biggest players in investment management, has recently launched an innovative feature of its wealth management offering called Vanguard Custom Model...
News
Morgan Stanley Commits $1.5 Trillion to Drive U.S. Innovation and Strategic Infrastructure
Wall Street big player Morgan Stanley is going all out to help create a new generation of American industry and tech through its U.S....
Investment and Budget Allocation
Strategic Scale: How Carlyle’s $600 Million Partnership With Prime Capital Financial Redefines Investment Revenue in Wealth Management
Leading independent wealth management firm Prime Capital Financial announced a strategic partnership with global investment firm Carlyle (NASDAQ: CG). Under the agreement, Carlyle’s Global...
News
Verecan Capital Management Appoints Jim Andrews as Chief Financial Officer
Verecan Capital Management Inc. is pleased to announce that Jim Andrews has joined the firm as Chief Financial Officer of Verecan, effective July 20, 2026, based out...
Investment and Budget Allocation
Bloomberg to Acquire Canoe Intelligence to Advance AI-Powered Private Markets Data Management
Financial technology leader Bloomberg has entered into a definitive agreement to acquire Canoe Intelligence, a prominent AI-powered data management platform specializing in automating private...
News
Agibank Launches Proprietary Investment Platform to Expand Digital Banking and Deposit Growth
Brazilian financial institution Agibank, a subsidiary of Agi Inc. has officially launched its proprietary investment platform, integrating wealth management capabilities directly into its mobile...
Investment and Budget Allocation
CAIS Expands Alternative Investment Platform Following $170 Million Series D Investment
One of the major alternative investment platforms CAIS has completed a $170 million Series D funding round led by Vista Equity Partners. The new...
