Switzerland's FINMA has ordered domestic lender Julius Baer to pay more than SFr4m ($4.76m) for compliance and anti-money ...

Deutsche Bank’s wealth clients in Asia and EMEA will now gain access to Coller Capital’s $800m evergreen secondaries fund, ...

US-based robo advisory firm Betterment has acquired Rowboat Advisors, expanding its line-up of investment tools for RIAs.

O’Brien has more than 20 years of experience in the financial services sector. Credit: Stokkete/Shutterstock. Rothschild Wealth Partners has appointed Mac O’Brien as its first chief growth officer, a ...

Celia Wanderly, Chief Innovation Officer, Bits In Glass, shares how her global team is driving innovation through intelligent ...

Hightower Advisors has invested in Lindbrook Capital, a Los Angeles, California-based wealth management firm. The “strategic ...

Citi Global Alternatives advises Citi Wealth's global alternative investment fund platform. Credit: Konektus ...

Polar has purchased Castlefield Associates, a systematic hedge fund manager established in 2019 by Chris Schindler and his ...

Stash, a US-based investing platform, has garnered $146m in its Series H funding round, led by Goodwater Capital.

Bernstein has appointed Ashley Velategui as the head of its Wealth Strategies Group, succeeding Tara Popernik.

Japan’s Dai-ichi Life has announced plans to acquire additional stake in UK-based hedge fund Capula Investment Management and ...

OCBC’s private banking arm Bank of Singapore has appointed Emmanuel Bucaille as the head of new product development.