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

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

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

HSBC UK is set to expand its presence in London’s wealth management scene with the opening of its first-ever wealth centre in St James’s in 2025. The facility will complement its existing Private ...

The ultra-wealthy are seeking more than just financial diversification, they want freedom, security, and control over their futures. Increasingly, that means investing in a second passport which is ...

The transaction is projected to yield a gain of around $66m for B. Riley Financial. Credit: MacroEcon/Shutterstock. B. Riley Financial (BRF) has offloaded its advisory services unit to funds managed ...

Viridian’s founders, board, and senior management have approved the deal and will work with TA to advance the company’s next growth stage. Credit: T. Schneider/Shutterstock. US-based private equity ...

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

As regulation tightens and investor expectations shift, firms are under pressure to prove that ESG strategies deliver ...

PGIM is merging its public fixed-income and private-credit teams to form a unit with nearly $1tn in assets, reported ...

UK-based wealth management company Fairstone has signed the 100th firm to its Downstream Buy Out (DBO) programme.

HSBC has announced the appointment of Ishan Sarkar as the new head of wealth and premier solutions (WPS) for Singapore.