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

Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.

Mediobanca is focused on its “2023-26 Strategic Plan,” which has driven growth in wealth management and corporate and investment banking. Credit: Piotr Swat/Shutterstock. Italian investment bank ...

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.

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

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

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 ...

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

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