Mili emerges from stealth with its enterprise AI platform for wealth management firms and $2 million in seed funding
Mili, AI meeting documentation platform for wealth management firms, has raised $2 million in seed funding led by Chiratae ...
Singapore fund Paragon opens Hong Kong office to reach more wealthy clients
Fund manager sees Hong Kong as an ideal wealth management hub to reach more wealthy clients in the Greater China region.
Hubbis14m
Maybank Trustees’ Nor Fazlina Binti Mohd Ghouse on Redefining UHNW Priorities: A Year-End Reflection and Outlook for 2025
Year-End Review 2024, Nor Fazlina Binti Mohd Ghouse, CEO of Maybank Trustees Berhad, highlights key trends shaping this elite ...
Newcastle firm Laurus Associates sold to national company Azets
The Newcastle-based financial planning firm was set up in 2002 and secured Chartered Financial Planner status in 2019 ...
InvestmentNews47m
PE-backed Merit seals deal for $773M Zimmermann Investment Management
Acquisition of veteran-led practice gives the national RIA with $11.84 billion in assets its fourth office location in ...
10 financial advisers on their No. 1 piece of money advice for 2025
From prioritizing budgeting to focusing on smart financial decisions, these money experts tell us their top tips ...
Hubbis5m
Global Billionaire Wealth Hits New Heights in 2024
Global billionaire wealth surged to a record high in 2024, with notable gains among China's wealthiest, marking an end to a three-year period of decline. Global billionaire wealth surged to a record ...