Savvy Wealth, a digital platform aimed at modernising financial advice, has raised $72m in a Series B funding round led by ...

Rothschild & Co has acquired Tenalis, a Zurich-based independent advisory firm, through its Swiss Wealth Management arm, ...

Citi Wealth has entered into a partnership with Allfunds to utilise its advanced technology platform, aiming to improve the ...

Evelyn Partners Group has finalised the sale of its fund solutions business, managed by Evelyn Partners Fund Solutions (EPFL) ...

With more than $42bn in assets under management (AUM), Carson Group, a prominent wealth advisory business, revealed that it ...

KKR has unveiled Ascend Asia Financial Services Group (Ascend Asia), a new financial advisory platform based in Singapore.

UBS has revealed plans for a new share repurchase initiative, even as the Swiss government’s new proposals require it to hold more capital.

Edward Jones said it intends to purchase overlay management services capabilities from Natixis Investment Managers (Natixis ...

Italian merchant bank Mediobanca has announced a three-year strategy to distribute $5.74bn to its shareholders, as it seeks ...

The transaction is projected to yield a gain of around $66m for B. Riley Financial. Credit: MacroEcon/Shutterstock. B. Riley Financial (BRF) has offloaded its advisory services unit to funds managed ...