JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...

Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).

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

Danske Bank is set integrate BlackRock's Aladdin Wealth platform to enhance its investment services, introducing “advanced” technology ...

Mediobanca has dismissed Banca Monte dei Paschi di Siena’s (MPS) takeover proposal, citing lack of industrial and financial ...

The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and ...

US-based management consulting firm McKinsey is reportedly exploring the possibility of divesting its in-house asset manager, MIO Partners.

The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.

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

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

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

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