Independent wealth manager completes a multi-year reorganisation, introducing a team-based approach and 100% employee ...

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...

BTG Pactual has sealed a deal to buy Swiss private banking group Julius Baer’s Brazilian domestic wealth management ...

Iowa State Bank, an 80-year-old community bank managing $450m in assets, has joined forces with Osaic, a provider of wealth ...

Michael Bishop has more than 20 years of experience in wealth management. Credit: Hawksmoor Investment Management. Hawksmoor Investment Management, an investment and fund management business, has ...

UK financial services consultancy Broadstone has secured a strategic growth investment from private equity firm Lovell ...

Insignia Financial has secured an indicative non-binding buyout offer from CC Capital Partners, a family office led by ...

Investment firm Balfour Capital Group has named Hersh Oberoi as the head of its Australia division. Oberoi’s experience in ...

Artificial intelligence, AI, was a big topic for private banking and wealth management in 2024 and into 2025. This shows no ...