Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors.
J. Safra Sarasin Group, an entity engaged in private banking, has signed an agreement to acquire approximately 70% of Saxo ...
Deutsche Digital Assets (DDA), a European provider of digital asset investment solutions, has opened an office in Paris.
Bank of Singapore has appointed Joey Tang as the new head of Investment Solutions Group Hong Kong, effective immediately.
Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...
Bain Capital and CC Capital have further sweetened their buyout offers for Australian wealth manager Insignia Financial.
Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...
May 2025 marks IWD 2025 and the private banking sector is celebrating how far it has come, as well as recognising the work ...
CI Wealth, CI Financial’s Canadian wealth unit, has partnered with Conquest Planning, a provider of AI-powered financial ...
Schroders has laid out plans to attain £150m in annual net cost savings over the next three years to drive “profitable growth ...
Wealth management firm Close Brothers Asset Management has rebranded as TrinityBridge, marking a fresh chapter as an ...
Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...