Wealth management firm Close Brothers Asset Management has rebranded as TrinityBridge, marking a fresh chapter as an ...
Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...
Canaccord Wealth has taken a significant step in its global expansion by opening a permanent office in Dubai’s financial hub, ...
Goldman Sachs is reportedly planning to reduce its headcount by 3% to 5% during its annual performance review this spring.
Dutch banking group ING has agreed to acquire a 17.6% stake in wealth manager Van Lanschot Kempen from Reggeborgh Groep.
Partners Wealth Management has purchased Johnston Carmichael Wealth in a move that will strengthen its position in the UK.
In an era where cyber threats loom large over every industry, asset managers find themselves in an increasingly precarious ...
Asset manager BlackRock has concluded the acquisition of Preqin, an independent provider of private markets data.
Standard Chartered Global Private Bank has announced a 20% expansion in its frontline private banking team in the UAE to ...
Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m. The acquired ...
With March marking Free Wills Month, a study by Charles Stanley revealed that 26% of people aged 55 and over still do not ...
Close Brothers Group has announced that the sale of Close Brothers Asset Management to funds managed by Oaktree Capital has ...
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