Financial services firm Edward Jones has launched a new private client service tailored for high net worth individuals in the ...

Docupace, a software provider for wealth management back-office operations, has acquired Hubly, a workflow management ...

Ludlow Trust has acquired HSBC Trust Company (UK) Limited (HTCU) from HSBC UK Bank plc in a deal that further cements its ...

Americana Partners has acquired Californian RIA Boulevard Family Wealth, which caters to the ultra-high-net-worth (UHNW) ...

Standard Chartered's Global Private Bank has introduced the Private Markets Co-Investment Club (CIC) to offer UHNW clients ...

J. Safra Sarasin Group, an entity engaged in private banking, has signed an agreement to acquire approximately 70% of Saxo ...

Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...

Deutsche Digital Assets (DDA), a European provider of digital asset investment solutions, has opened an office in Paris.

Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors.

Bank of Singapore has appointed Joey Tang as the new head of Investment Solutions Group Hong Kong, effective immediately.

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 ...