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

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

J.P. Morgan is expanding Morgan Private Advisory, a move intended to provide holistic financial advisory services for its clients.

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.

Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.

Indian wealth manager 360 One WAM has sealed a deal to acquire Batlivala & Karani Securities India (B&K) and Batlivala & ...

Delta Capita has secured a multi-year agreement with HSBC to deliver global OTC derivatives confirmation and settlement ...

Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) based in Littleton, Colorado.

Union Bancaire Privée (UBP) reported a group profit of CHF257.4m ($283.9m) in 2024, a 15% increase from CHF223.8m ($246.8m) ...

Swiss private bank Julius Baer’s chairman of the board of directors, Romeo Lacher, has decided not to seek re-election.