Fidelity International received approval to sell its Global Investment Fund – Hong Kong Bond Fund. Credit: Sutthiphong Chandaeng/ Shutterstock.com. Chinese authorities have granted permission to ...
Banca Monte dei Paschi di Siena’s (BMPS) board has approved a full merger with Mediobanca, which will result in Mediobanca ...
Schroders CEO Richard Oldfield has said the group plans to keep its wealth management operation, Cazenove Capital.
Janus Henderson shareholders would own roughly 38% of the combined entity, which would have an estimated enterprise value of $16bn. Credit: Piotr Swat/ Shutterstock.com. Victory Capital has approached ...
LGT Capital Partners manages more than $110bn in assets. Credit: Ihar Halavach/ Shutterstock.com. One River Asset Management has agreed to acquire the core personnel, intellectual property, and ...
ASK Asset & Wealth Management Group has received regulatory approval from the Securities and Exchange Board of India (SEBI) to begin operating as an investment manager for mutual funds in India.
The initiative is part of EFG’s aim to expand its open-architecture approach. Credit: Tang Yan Song/ Shutterstock.com. EFG International has joined forces with Capital Group aimed at jointly ...
Camacho will now concentrate on strategic projects such as developing the UBS US bank. Credit: AxOst/ Shutterstock.com. UBS has appointed Lisa Golia to lead its US wealth management advisers in the ...
In 2025, the firm saw $725m in new organic assets under management. Credit: Sutthiphong Chandaeng/ Shutterstock.com. BIP Wealth, an Atlanta-based RIA, has received a minority investment from ...
Sherpas plans to allocate the new capital toward refining its decision-support frameworks. Credit: Cherdchai101/ Shutterstock.com. Sherpas has completed a seed funding round, securing $3.2m led by ...
The new range will be overseen by Gareth Johnson. Credit: l i g h t p o e t/ Shutterstock.com. Julius Baer, a Swiss private bank, has rolled out a suite of model portfolios tailored for UK financial ...
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