Santander has being trying to change strategy for a number of years now. In 2023, the firm recruited over 4,500 professionals ...

The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.

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.

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

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

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

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

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

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

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