Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...

New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood ...

JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...

LGT has strategically partnered with UK-based NatureAlpha to integrate modern scientific data into its investment decision-making process.

US-based management consulting firm McKinsey is reportedly exploring the possibility of divesting its in-house asset manager, MIO Partners.

Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).

Danske Bank is set integrate BlackRock's Aladdin Wealth platform to enhance its investment services, introducing “advanced” technology ...