Citigroup’s Wealth division delivered a strong performance in 2024, achieving $7.5bn in total revenues, a 7% increase ...

Elevation Point, a company launched last year by ex-Sanctuary Wealth CEO Jim Dickson, has acquired a minority stake in ...

US-based wealth technology company Advisor360° has purchased generative AI technology provider Parrot AI for an undisclosed ...

Goldman Sachs and Houlihan Lokey have emerged as the top mergers and acquisitions (M&A) financial advisers for 2024 by value ...

Kirkland & Ellis has emerged as the leading mergers and acquisitions (M&A) legal adviser, based on deal value and volume for ...