Wealth management company WRISE Group has appointed Chen Jingwei as the new regional chief investment officer, with immediate ...

Preqin has launched the Allocator Hub, a comprehensive platform aimed at enhancing private market investment processes.

Private markets are quickly becoming a popular investment choice in 2025, particularly for Lloyds Bank and its head of asset ...

Perpetual has got a new proposal for its wealth management and corporate trust businesses from an affiliate of Kohlberg ...

HSBC is preparing to commence job cuts within its investment bank as part of CEO Georges Elhedery's ongoing restructuring ...

Switzerland-based financial services provider Swiss Life has acquired compatriot ZWEI Wealth, a wealth management advisory ...

Prime Capital Financial has strengthened its presence in the US with the addition of Sugarloaf Wealth Management, an RIA ...

Merit Financial Advisors has acquired Hershey Wealth Advisors, establishing its fifth office in Pennsylvania, US.

Younger investors struggle to build a retirement nest egg amid rising liabilities, but longer investment horizons offer ...

At Smart Wealth, AI is the foundation of operations rather than an add-on, allowing the company to remain agile and ...

Hightower Advisors has named Larry Restieri as its new CEO, replacing Bob Oros who has led the business since 2019.

Aument Capital has received in-principle approval for a Category 4 licence from the Financial Services Regulatory Authority ...