NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

LONDON--(BUSINESS WIRE)--Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This follows adoption in the US Private Bank, with rollout in the Channel ...

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President Trump’s recent executive order on alternative assets and 401(k)-style retirement plans has drawn fresh attention to the rapid growth of private markets, including private equity, credit, ...

Bain Capital's $4.5 billion bid to take Envestnet private is approved, with a closing expected in Q4 2024. Envestnet provides critical wealth management software and services, generating revenue from ...

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(Bloomberg) -- EQT AB has appointed Peter Aliprantis as head of its Americas private wealth management business, furthering a push across the industry to offer high-net-worth clients access to private ...