Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

Chair of Santander UK William Vereker, who has served in this role since 2020, has chosen to resign. He said: “Santander UK ...

Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.

Mediobanca is focused on its “2023-26 Strategic Plan,” which has driven growth in wealth management and corporate and investment banking. Credit: Piotr Swat/Shutterstock. Italian investment bank ...

Indian wealth manager 360 One WAM has sealed a deal to acquire Batlivala & Karani Securities India (B&K) and Batlivala & ...

Delta Capita has secured a multi-year agreement with HSBC to deliver global OTC derivatives confirmation and settlement ...

Swiss private bank Julius Baer’s chairman of the board of directors, Romeo Lacher, has decided not to seek re-election.

Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) based in Littleton, Colorado.

Union Bancaire Privée (UBP) reported a group profit of CHF257.4m ($283.9m) in 2024, a 15% increase from CHF223.8m ($246.8m) ...

Evelyn Partners Group has agreed to sell its fund solutions arm, operated by EPFL, to Thesis Holdings. The deal is expected ...