EP Wealth Advisors, a registered investment advisor (RIA), has announced a strategic acquisition of Buffington Mohr McNeal ...

Syfe, a digital wealth platform based in Singapore, has announced the completion of its Series C funding round, raising $80m.

Existing investors Balderton Capital, Tencent, and HV Capital joined the funding round, raising its total investment to over ...

Ocorian has reached an agreement to acquire the Fund Solutions division of Element 78 Partners (E78), a professional services ...

Franklin Templeton has agreed to acquire a majority stake in Apera Asset Management, a private credit manager.

Julius Baer has announced an initiative aimed at enhancing and achieving a cost/income ratio of less than 67% by 2028.

Spark Capital PWM has established its operations in the DIFC through its subsidiary, Spark Global PWM Private Limited.

RIA aggregator Merit Financial Advisors has acquired RCM Investments, establishing its first office in Utah. The acquisition ...

HSBC UK Private Banking has become the first UK bank to implement Addepar’s software platform, specifically designed for ...

Chief strategy officer at Flanks, explains why equities, bonds, and cash still anchor portfolios and how technology is ...

UK’s banking major Standard Chartered has appointed Yusuf Demiral as global head, wealth and retail banking (WRB) data, ...

UK-based wealth manager Shackleton has purchased IM Asset Management (IMAM), from Irwin Mitchell. The deal also includes TWP ...