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

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

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

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

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

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

Delta Capita has secured a multi-year agreement with HSBC to deliver global OTC derivatives confirmation and settlement ...

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

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 ...

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

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