Advisors across Sowell's network can choose to either ‘remain actively involved in portfolio decisions or delegate certain ...

The activist investor and Devon Equity Management's Richard Pavry were appointed as non-executives directors of the winding down trust.

The four wirehouses added a combined 10 new interval and tender offer funds to their platforms in Q3, a 12% increase from the previous quarter, according to a new report. Bank of America Merrill Lynch ...

A former senior Maerki Baumann banker has resurfaced at ZKB, Citywire can reveal. Roger Arnet was confirmed by ZKB to have joined the cantonal bank last month as a relationship manager in the private ...

A pair of new lawsuits allege that as a matter of ‘established company policy and procedure,’ Orion regularly rounded the time worked by hourly employees to its own benefit.

The business, Aligned Wealth, was co-founded by Patrick Dwyer, with Nick Raffone as president and chief financial officer.

A 48-person team has broken away from JP Morgan to go RIA. The result is Latigo Peak Partners, a firm headquartered in Palm Beach Gardens, Fla., with $18.6bn in client assets and satellite offices in ...

Janus Henderson has agreed to adopt four funds worth $5.7bn from Milwaukee-based boutique Nicholas Company, which is winding down, the firm revealed Monday.

John Morton, CEO of Söderberg & Partners-backed advice firm Vintage Wealth Management, currently has around 45% of its £2bn of assets under advice in its own DFM. ‘I’m comfortable if it gets up to 50% ...

Ugo Montrucchio replaces Patrick Brenner, who leaves the multi-asset team after a decade and a half. Ugo Montrucchio has been promoted to the top job in Schroders’ massive multi-asset business after ...

Marjo Koivisto has left Finnish bank Aktia as head of alternative investments after less than two years in the role. Koivisto is joining Helsinki-based asset manager Taaleri as managing director and ...

Citywire understands the asset manager is on a roadshow across Europe to gauge interest in a Ucits version of its Public BDC Income fund.