Indian wealth manager 360 One WAM has sealed a deal to acquire Batlivala & Karani Securities India (B&K) and Batlivala & ...

Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) based in Littleton, Colorado.

Swiss private bank Julius Baer’s chairman of the board of directors, Romeo Lacher, has decided not to seek re-election.

Evelyn Partners Group has agreed to sell its fund solutions arm, operated by EPFL, to Thesis Holdings. The deal is expected ...

Union Bancaire Privée (UBP) reported a group profit of CHF257.4m ($283.9m) in 2024, a 15% increase from CHF223.8m ($246.8m) ...

Investment company Carlyle has appointed Brad McCarthy as the managing director and head of Asia Pacific for its Global ...

The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and ...

BlackRock’s wealth management platform, Aladdin Wealth, has integrated technology from Zurich-based fintech Investment ...

Titan Wealth has bolstered its international financial planning capabilities with the purchase of financial advisory firm ...

As the financial landscape evolves in 2025, wealth management firms must be at the forefront of navigating client ...

Financial services company OneDigital has invested in PWL Capital, an independent wealth management firm based in Montreal, ...

Monte dei Paschi di Siena (MPS) has made a move in the Italian banking sector by launching a €13.3bn ($14bn) all-share buyout ...