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

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 ...

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

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

LGT, a Liechtenstein-based private bank, has collaborated with iCapital to digitise its alternative investment portfolio.

Italian merchant bank Mediobanca has announced a three-year strategy to distribute $5.74bn to its shareholders, as it seeks ...

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

Sydney-based Shaw and Partners Financial Services has agreed to acquire a 75% stake in Investment Services Group (ISG) for ...

UBS has revealed plans for a new share repurchase initiative, even as the Swiss government’s new proposals require it to hold more capital.