Ludlow Trust has acquired HSBC Trust Company (UK) Limited (HTCU) from HSBC UK Bank plc in a deal that further cements its ...

Standard Chartered's Global Private Bank has introduced the Private Markets Co-Investment Club (CIC) to offer UHNW clients ...

Americana Partners has acquired Californian RIA Boulevard Family Wealth, which caters to the ultra-high-net-worth (UHNW) ...

Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...

J. Safra Sarasin Group, an entity engaged in private banking, has signed an agreement to acquire approximately 70% of Saxo ...

Bank of Singapore has appointed Joey Tang as the new head of Investment Solutions Group Hong Kong, effective immediately.

Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors.

Deutsche Digital Assets (DDA), a European provider of digital asset investment solutions, has opened an office in Paris.

Bain Capital and CC Capital have further sweetened their buyout offers for Australian wealth manager Insignia Financial.

Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...

Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...

CI Wealth, CI Financial’s Canadian wealth unit, has partnered with Conquest Planning, a provider of AI-powered financial ...