Connecticut-based RIA Procyon has expanded in its home market with the purchase of Wooster Corthell Wealth Management.

AltFunds Global founder on how rigid financing holds governments back and how SBLCs, tokenised bonds, and carbon-linked ...

Egon Zehnder has acquired The Prince Houston Group, a New York-based boutique firm specialising in asset and wealth ...

Digital bank FV Bank introduces a Virtual Account feature to streamline fund attribution and improve compliance for ...

The private banking sector has gained prominence as global lenders aim to strengthen ties with wealthy clients and access the expanding global wealth pool. In addition to investment management, ...

BNP Paribas Cardif has completed the acquisition of AXA Investment Managers (AXA IM), enabling the creation of a major European asset management platform that oversees over €1.5tn ($1.76tn) in client ...

Additionally, the deal brings 45 new employees to Shackleton, raising its nationwide workforce size to around 450. Chetwood Group executive chairman Mark Pendarves said: “Our journey has brought us to ...

Jacob William Advisory, instituted in 2006 has long promoted holistic, client-focused financial planning. Retirement and estate planning, investment management, tax solutions, and high-net-worth ...

Over the coming decade, women are expected to inherit and control a record share of global wealth. While this shift is often hailed as a milestone for gender equality, Silvia Bastante de Unverhau – ...

The acquisition bolsters Thesis’ independent fund governance and administration operations, with the combined entity now overseeing 330 funds and assets exceeding $50bn. Evelyn Partners chief ...

KKR Southeast Asia Private Equity head and partner Prashant Kumar said: “We look forward to drawing on KKR’s global network, operational expertise, and deep insurance knowledge to support Ascend ...

Viridian chair James Joughin said: “By combining the strengths of both companies, the Viridian Board anticipates significant synergies, strengthening our position in the market as well as expanding ...