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.

These funds are available to retail, wholesale, and institutional investors in Austria, Germany, Spain, France, Italy, ...

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

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

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

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

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

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

A staggering 91% of high-net-worth individuals (HNWIs) experience emotional challenges tied to their financial status, ...

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

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