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

Evelyn Partners Group has finalised the sale of its fund solutions business, managed by Evelyn Partners Fund Solutions (EPFL) ...

Rothschild & Co has acquired Tenalis, a Zurich-based independent advisory firm, through its Swiss Wealth Management arm, ...

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 ...

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

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

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

Gianluca Berghella, Armundia Group President & CEO tells Douglas Blakey why the firm has ambitious plans to crack the UK ...

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