The Bank of New York Mellon (BNY) has obtained a regional headquarters (RHQ) licence from the Ministry of Investments in ...

Boston-based RIA CW Advisors (CWA) has announced the acquisition of two RIAs, the Wolf Group Capital Advisors and Parsons ...

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

UBS Group reported a net profit attributable to shareholders of $1.69bn for Q1 2025, a 3.5% decrease from Q1 2024.

Focus Financial Partners has appointed Adam Birenbaum as its president and Justin Ferri as chief operating officer (COO).

The Evident AI Index reveals that the ten largest employers of AI talent account for 48% of the banking sector’s AI workforce. Credit: Shutter z/Shutterstock. A recent report from Evident, a platform ...

California’s EP Wealth Advisors has strengthened its regional footprint with the purchase of NBS Financial Services.

Digital wealth platform Zoe has secured $29.6m in a Series B funding round, led by Sageview Capital. The investment takes the ...

For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward ...

A team of industry veterans has launched Uniting Wealth Partners (UWP), an RIA succession incubator supported by WAGN ...

Gulf International Bank Group (GIB Group) and Stanhope Capital Group have collaborated to offer wealth advisory services ...