L1 Capital has announced a binding merger implementation deed with Platinum Asset Management, forming a combined entity ...

Deutsche Bank has announced the integration of its services for wealthy and high-net-worth clients into a single wealth ...

JPMorgan Chase has appointed David Frame as the global CEO of its private bank, effective immediately. This move positions Frame, previously the US private bank CEO, to lead the bank’s private banking ...

BNP Paribas Cardif has completed the acquisition of AXA Investment Managers (AXA IM), enabling the creation of a major European asset management platform that oversees over €1.5tn ($1.76tn) in client ...

Shackleton has acquired the Chetwood Group, a move that enhances its footprint in the South West as part of its UK expansion strategy.

Jacob William Advisory becomes Carson's 28th fully owned office, establishing a long-term partnership.

Yet even as women prepare to inherit unprecedented wealth, the financial industry remains centred around the habits of male investors. The question now is not whether women are ready – but whether the ...

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

KKR has unveiled Ascend Asia Financial Services Group (Ascend Asia), a new financial advisory platform based in Singapore.

US-based private equity firm TA Associates is investing in Viridian Financial Group, an Australian financial services company.

Plan B for the Ultra-Rich: Why Global Citizenship Is Now a Strategic Asset Second citizenships are no longer luxury add-ons but essential tools for the wealthy offering security, mobility, and ...

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO).