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

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

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 ...

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

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

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

Enid Yip. Source: CBH Compagnie Bancaire Helvétique. Enid Yip has been named the new CEO of CBH Asia, a subsidiary of the ...