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

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

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

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

RIA aggregator Merit Financial Advisors has acquired RCM Investments, establishing its first office in Utah. The acquisition ...

HSBC UK Private Banking has become the first UK bank to implement Addepar’s software platform, specifically designed for ...

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

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

Arax Investment Partners, a wealth management platform supported by RedBird Capital Partners, has acquired Schechter Investment Advisors.

Paragon Capital Management (PCM) has announced the appointment of Trevor Lau as managing director and strategist.

Julius Baer has named Shui Wei HO and Vi Sun YANG as market heads for South East Asia, with effect from 1 July 2025. They ...

TWP is a high-net-worth independent financial planning firm that will continue to serve its core market under the Shackleton brand. Credit: wutzkohphoto/Shutterstock ...