Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into [...]
Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into its [...]
Flagstone’s first Cash ISA
24 February 2026 Flagstone, the UK’s largest savings platform* managing over £19 billion of UK savers’ cash, has launched the Flagstone Cash ISA - a single tax-wrapper within which a saver can open and maintain multiple tax-free accounts in one ISA wrapper. The Flagstone Cash ISA offers a hassle-free, [...]
Estancia Capital Partners Announces Sale of North Square Investments, LLC to Azimut
January 12, 2026 -- Estancia Capital Partners closes successful sale of North Square Investments, LLC to Azimut. Please see Azimut's shareholder release on January 11, 2026, specifically the section Global expansion and growth through M&A on page 1 of Azimut's press release, linked here, and the original July 22, 2025 transaction announcement linked [...]
Flagstone appoints fintech operations specialist Arman Tahmassebi as new CEO
12 January 2026 Arman Tahmassebi, a seasoned operations leader with more than 25 years’ fintech experience, has been appointed Chief Executive Officer (CEO) of Flagstone, the UK’s largest savings platform* with almost £19 billion assets under administration. Arman succeeds Simon Merchant, Co-Founder of Flagstone, who has decided to step [...]
Azimut Forms a Leading $20 Billion Integrated Asset Management and Distribution Platform in the U.S. with the Acquisition of North Square Investments
Milan/Chicago, 22 July 2025 Azimut Group (“Azimut” or the “Group”), one of Europe’s largest independent asset managers, signed a binding agreement to acquire 100% of North Square Investments, LLC (“NSI” or “North Square”), a multi-boutique asset management and distribution platform with $16.0 billion in Assets Under Management1. As part [...]