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 ...

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 ...

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

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

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 ...