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.
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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 ...
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 ...
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 ...