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 ...

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

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) ...

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

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

KKR has unveiled Ascend Asia Financial Services Group (Ascend Asia), a new financial advisory platform based in Singapore.

US company Elevation Point has made an investment in Family Office Partners, a newly launched independent wealth management ...

CFM Indosuez strikes deal to absorb BNP Paribas’s Monaco wealth clients, reinforcing its dominance in the Principality’s ...

Edward Jones said it intends to purchase overlay management services capabilities from Natixis Investment Managers (Natixis ...

Over the coming decade, women are expected to inherit and control a record share of global wealth. While this shift is often hailed as a milestone for gender equality, Silvia Bastante de Unverhau – ...