VP Bank has appointed Urs Monstein as its new group CEO as part of a wider reorganisation of its leadership team.

AIFMD specialist Matterhorn Reporting Services has been purchased by FE fundinfo, expanding its regulatory reporting capabilities.

LYNQS, Leonteq’s digital investment platform, has launched a Shari’a-compliant structured product offering. After establishing an office in Dubai in 2021, Leonteq has extended its product line to ...

Fresh investment from insurance accounts managed by KKR, an international investment firm, has been obtained by eRESI Capital ...

A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...

Wealth management firm Brooks Macdonald has announced its acquisition of CST Wealth Management, a Wales-based financial planning firm. CST Wealth Management holds close to £170m in assets under advice ...

With the merger, GYL contributes over $6.6bn in regulatory assets under management to Colony’s client assets. Credit: megaflop/Shutterstock. Focus Financial Partners has announced the merger of its ...

Based on a recent study from the Saltus Wealth Index, high net worth individuals (HNWIs) are more inclined to have tried alternative medicines, engaged a personal trainer, or practiced yoga in the ...

B. Riley Financial has signed an agreement to sell a segment of its wealth management business to US-based Stifel Financial.

Broadridge Financial Solutions has completed the acquisition of Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform.

Focus Financial Partners has agreed to acquire Homan Wealth Advisors, an independent firm based in Omaha, Nebraska.

Allianz X has formed an alliance with AlTi Global, an independent global wealth manager with combined assets of over $72bn, to establish a strategic partnership with Allianz Global Investors ...