Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...
US President Donald Trump has quickly installed US tariffs and Canada, Mexico and China, starting rumours of a full on trade ...
Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...
JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...
LGT has strategically partnered with UK-based NatureAlpha to integrate modern scientific data into its investment decision-making process.
US-based management consulting firm McKinsey is reportedly exploring the possibility of divesting its in-house asset manager, MIO Partners.
Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).
J.P. Morgan is expanding Morgan Private Advisory, a move intended to provide holistic financial advisory services for its clients.
Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...