VP Bank has appointed Urs Monstein as its new group CEO as part of a wider reorganisation of its leadership team.

With the merger, GYL contributes over $6.6bn in regulatory assets under management to Colony’s client assets. Credit: megaflop/Shutterstock. Focus Financial Partners has announced the merger of its ...

A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...

Wealth management firm Brooks Macdonald has announced its acquisition of CST Wealth Management, a Wales-based financial planning firm. CST Wealth Management holds close to £170m in assets under advice ...

Based on a recent study from the Saltus Wealth Index, high net worth individuals (HNWIs) are more inclined to have tried alternative medicines, engaged a personal trainer, or practiced yoga in the ...

Clearwater Analytics, a SaaS-based investment management and analytics solutions provider, has partnered with AI Data Cloud ...

Broadridge Financial Solutions has completed the acquisition of Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform.

Focus Financial Partners has agreed to acquire Homan Wealth Advisors, an independent firm based in Omaha, Nebraska.

Allianz X has formed an alliance with AlTi Global, an independent global wealth manager with combined assets of over $72bn, to establish a strategic partnership with Allianz Global Investors ...

B. Riley Financial has signed an agreement to sell a segment of its wealth management business to US-based Stifel Financial.

The private banking arm of NatWest increased its AUMA balance by £1.4bn in Q3 2024, reflecting net inflows of £0.9bn ($1.12bn ...

BlueOrchard, a specialised impact investment manager and EFG Asset Management have launched the New Capital – BlueOrchard Global Impact Credit Fund. BlueOrchard, a Schroders Group company, is an ...