EP Wealth will provide Clearview’s team with access to its extended planning, tax, and investment resources. Credit: CrizzyStudio/Shutterstock.com. US-based ...

Switzerland remains the world’s leading center for wealth management, according to August Benz, deputy CEO and head of international & transformation at the Swiss Banking Association, who says the ...

The acquisition further extends the firm’s reach in California and increases its assets under management to over $131.2bn. Credit: earthphotostock/Shutterstock.com ...

Revolut has announced plans to form a private markets team to expand its wealth management services, according to a Bloomberg ...

The important thing is that in 2026, AI is at the point when it will have to define its mission and compliance with the thesis of its universal applicability, challenging the fact that it can ...

Citi’s private banking clients who were previously managed by CIM will continue to receive services from Citi private bankers. Credit: Yau Ming Low/Shutterstock.com. Citi’s investment management unit ...

Anika Sidhika: What has been the defining themes in private banking over the past year? Amit Gujar: “Realising value from AI remains a challenge. Around 70% of financial institutions still struggle to ...

Nine MFS funds and one Aberdeen CEF will be consolidated into two active CEFs. Credit: napaporn sawaspardit/Shutterstock.com. UK-based Aberdeen Investments has signed ...

Hamilton Lane, a US-based asset management firm, is set to distribute all six of its open-ended private-market funds in ...

BBVA can now widen its range of wholesale banking services for corporate and institutional clients in the region. Credit: Kiev.Victor/Shutterstock.com. BBVA is set to ...

Barclays will join United Fintech’s Board of Directors. Credit: benkew95/Shutterstock.com. UK-based lender Barclays has made a strategic investment in United Fintech, becoming the fifth international ...