State Street (SSGA) has established a strategic partnership with smallcase, a platform for model portfolios in India.

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.

Insignia is now left with CC Capital as the sole potential buyer. Credit: LALAKA/Shutterstock. Private equity firm Bain Capital has withdrawn from the takeover bid for Australian wealth manager ...

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 ...

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

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 ...

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners and ...

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.