Montagu reached an agreement to acquire global fund accounting software business, Multifonds, from Swiss banking software ...

M&G Investments has announced the acquisition of a majority stake in P Capital Partners (PCP), a private credit firm.

Carnegie Investment Counsel (Carnegie) has acquired Stamford, Connecticut-based Eagle Ridge Investment Management.

Video feature uses AI to deliver real-time foreign exchange insights, enhancing client experience across key markets.

Proteus has collaborated with Pathway Capital Management, an expertise in private markets, to introduce a private investment ...

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

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).

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

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