Financial services company OneDigital has invested in PWL Capital, an independent wealth management firm based in Montreal, ...

In a statement, Bain Capital said that it intends “to acquire all of the shares in Insignia Financial by way of a scheme of arrangement (Bain Second Revised Indicative Proposal) at a price of A$4.60 ...

Fintech company Revolut has introduced its Robo-Advisor service in Singapore to facilitate automated investing.

Bogart Wealth has secured a minority investment from Constellation Wealth Capital (CWC), an investor focused on the wealth ...

As the financial landscape evolves in 2025, wealth management firms must be at the forefront of navigating client ...

Generali signed a non-binding memorandum of understanding (MoU) with French banking group BPCE to combine their asset ...

Envestnet, a US-based wealth technology solutions provider, has named Chris Todd as its new CEO. On 21 January 2025, Todd ...

M&G has hired Marcello Arona to serve as the new chief financial officer (CFO) of its asset management division, M&G ...

Coller Capital has expanded its global footprint by establishing a new office in Singapore, aiming to meet the needs of the ...

Hoxton Wealth has added over £85m ($104m) in assets to its books with the purchase of Darlington-based Family First Financial ...

Edward Bickerton assesses the trillion-dollar opportunity for banks and fintech companies that facilitate green financing ...

Kirkland & Ellis and Demarest Advogados have topped the mergers and acquisitions (M&A) rankings for legal advisers in South & ...