Independent investment manager Oakglen Wealth Holding, a subsidiary of Oakglen Group, has announced the acquisition of ...

Investment management firm Brooks Macdonald has launched a suite of retirement investment solutions designed to help ...

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and ...

Carson Group has acquired Wambolt & Associates, a wealth advisory firm located in Littleton, Colorado, US. This move is part of Carson Group’s strategy to enhance its presence in the Rocky Mountain ...

Wealthbox aims to boost integrations in the advisor tech ecosystem to meet the needs of complex advisory firms. Credit: Miha Creative/Shutterstock. Wealthbox, a customer relationship management (CRM) ...

Bank of America (BofA) has appointed Satish Arcot, a banker from JPMorgan Chase, as the managing director based in Mumbai, ...

Amundi has reportedly communicated to unions its intention to reduce its Italian workforce by 50 positions by the end of the ...

The Swiss government has proposed new capital norms, requiring UBS to increase its core capital by $26bn after its purchase ...

HLAM and Hong Leong Bank have announced the launch of the Hong Leong All Roads Funds, a series of three multi-asset ...

Scalable Capital, a German digital investment platform, has secured €155m ($175m) in a funding round led by Sofina and Noteus ...