Fresh investment from insurance accounts managed by KKR, an international investment firm, has been obtained by eRESI Capital ...

A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...

Wealth management firm Brooks Macdonald has announced its acquisition of CST Wealth Management, a Wales-based financial planning firm. CST Wealth Management holds close to £170m in assets under advice ...

With the merger, GYL contributes over $6.6bn in regulatory assets under management to Colony’s client assets. Credit: megaflop/Shutterstock. Focus Financial Partners has announced the merger of its ...

Based on a recent study from the Saltus Wealth Index, high net worth individuals (HNWIs) are more inclined to have tried alternative medicines, engaged a personal trainer, or practiced yoga in the ...

Focus Financial Partners has agreed to acquire Homan Wealth Advisors, an independent firm based in Omaha, Nebraska.

Broadridge Financial Solutions has completed the acquisition of Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform.

B. Riley Financial has signed an agreement to sell a segment of its wealth management business to US-based Stifel Financial.

Enid Yip. Source: CBH Compagnie Bancaire Helvétique. Enid Yip has been named the new CEO of CBH Asia, a subsidiary of the ...

Allianz X has formed an alliance with AlTi Global, an independent global wealth manager with combined assets of over $72bn, to establish a strategic partnership with Allianz Global Investors ...

BlueOrchard, a specialised impact investment manager and EFG Asset Management have launched the New Capital – BlueOrchard Global Impact Credit Fund. BlueOrchard, a Schroders Group company, is an ...

Sequoia Financial Group has added more than $300m in assets to its books with the acquisition of Family Asset Management in South Carolina.