Nevis Lands $70M to Expand AI Wealth Platform

Published on October 26, 2026

The Series B round includes backing from EQT Ventures, Charles Schwab and Revolut founder Nik Storonsky.

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People Moves: $6.8B Sowell Names New CIO, Launches Investment Office

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In other moves, RBC snags a UBS veteran to lead in southern Texas; American Beacon Partners hires a client portfolio manager from Envestnet; and Meeder Investment hires a new product lead to bolster market penetration.

Rockefeller Adds J.P. Morgan Team in Houston

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Rockefeller Capital Management has expanded its Global Family Office division, bringing on a seven-member Houston team led by Chris Sheets and Forrest Green from J.P. Morgan.