JPMorgan Chase has appointed David Frame as the global CEO of its private bank, effective immediately. This move positions ...

Schroders has opened a new global digital assets centre of excellence in Singapore, aimed at enhancing client services ...

Shackleton has acquired the Chetwood Group, a move that enhances its footprint in the South West as part of its UK expansion ...

BNP Paribas Cardif has completed the acquisition of AXA Investment Managers (AXA IM), enabling the creation of a major ...

Savvy Wealth, a digital platform aimed at modernising financial advice, has raised $72m in a Series B funding round led by ...

This deal is anticipated to close by the end of the second quarter of 2025, contingent on standard closing conditions, including regulatory approvals. The merger of AXA IM with BNP Paribas is set to ...

Rothschild & Co has acquired Tenalis, a Zurich-based independent advisory firm, through its Swiss Wealth Management arm, ...

Evelyn Partners Group has finalised the sale of its fund solutions business, managed by Evelyn Partners Fund Solutions (EPFL) ...

Citi Wealth has entered into a partnership with Allfunds to utilise its advanced technology platform, aiming to improve the ...

With more than $42bn in assets under management (AUM), Carson Group, a prominent wealth advisory business, revealed that it ...

Second citizenships are no longer luxury add-ons but essential tools for the wealthy offering security, mobility, and ...

Conquest Planning has secured $80m in Series B funding to expand its artificial intelligence (AI)-powered financial planning ...