Financial services company OneDigital has invested in PWL Capital, an independent wealth management firm based in Montreal, ...

Monte dei Paschi di Siena (MPS) has made a move in the Italian banking sector by launching a €13.3bn ($14bn) all-share buyout ...

Praxis Group has partnered with investment management solutions provider Allvue Systems to bolster its fund administration ...

Fintech company Revolut has introduced its Robo-Advisor service in Singapore to facilitate automated investing.

As the financial landscape evolves in 2025, wealth management firms must be at the forefront of navigating client ...

Bogart Wealth has secured a minority investment from Constellation Wealth Capital (CWC), an investor focused on the wealth ...

In a statement, Bain Capital said that it intends “to acquire all of the shares in Insignia Financial by way of a scheme of arrangement (Bain Second Revised Indicative Proposal) at a price of A$4.60 ...

Generali signed a non-binding memorandum of understanding (MoU) with French banking group BPCE to combine their asset ...

M&G has hired Marcello Arona to serve as the new chief financial officer (CFO) of its asset management division, M&G ...

Hoxton Wealth has added over £85m ($104m) in assets to its books with the purchase of Darlington-based Family First Financial ...

Goldman Sachs and UBS have emerged as the leading mergers and acquisitions (M&A) financial advisers in South America for 2024 ...

Envestnet, a US-based wealth technology solutions provider, has named Chris Todd as its new CEO. On 21 January 2025, Todd ...