UBS has reported a net profit attributable to shareholders of $770m in Q4 2024, compared with a loss of $279m in the same ...

Santander Wealth and Insurance gained €2,259m ($2,352m) profit before tax in 2024, a year-on-year rise of 13.3%. Total income ...

Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, investment advisory company Financial Partners Group (FPG).

Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has closed its Series A financing round, ...

Kestra Holdings has concluded its recapitalisation, with funds managed by private equity company Stone Point Capital ...

New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood ...

As the financial landscape evolves, wealth management firms must be at the forefront of navigating seismic shifts in client expectations, technological innovation, and sustainability. 2025 is set to ...

Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...

Julius Baer has announced 400 job cuts and shrunk its executive board in a cost-cutting push under new CEO Stefan Bollinger.

JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...