Tag: private wealth

Fidelis Capital appoints new partner
Consumer Shift

Fidelis Capital appoints new partner

Fidelis Capital appoints a new partner to strengthen wealth management for ultra-high-net-worth clients and family...

23/07/2026
Neo Group secures Rs3.5bn funding from Peak XV
Consumer Shift

Neo Group secures Rs3.5bn funding from Peak XV

Neo Group funding secures Rs3.5bn from Peak XV, boosting the Mumbai‑based wealth manager’s growth and...

17/07/2026
Caprock adds $4bn in assets with Venturi Private Wealth buy
Consumer Shift

Caprock adds $4bn in assets with Venturi Private Wealth buy

Caprock expands assets by $4bn with Venturi Private Wealth acquisition, strengthening Texas presence and client...

15/07/2026