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.
Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors.
Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...
Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...
Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...
Bain Capital and CC Capital have further sweetened their buyout offers for Australian wealth manager Insignia Financial.
CI Wealth, CI Financial’s Canadian wealth unit, has partnered with Conquest Planning, a provider of AI-powered financial ...
Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m. The acquired ...
Wealth management firm Close Brothers Asset Management has rebranded as TrinityBridge, marking a fresh chapter as an ...
Dutch banking group ING has agreed to acquire a 17.6% stake in wealth manager Van Lanschot Kempen from Reggeborgh Groep.
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