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.

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

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

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