J.P. Morgan is expanding Morgan Private Advisory, a move intended to provide holistic financial advisory services for its clients.

Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...

Chair of Santander UK William Vereker, who has served in this role since 2020, has chosen to resign. He said: “Santander UK ...

Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.

Mediobanca is focused on its “2023-26 Strategic Plan,” which has driven growth in wealth management and corporate and investment banking. Credit: Piotr Swat/Shutterstock. Italian investment bank ...

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.

Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) based in Littleton, Colorado.

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

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