Deutsche Bank’s wealth clients in Asia and EMEA will now gain access to Coller Capital’s $800m evergreen secondaries fund, ...

US-based robo advisory firm Betterment has acquired Rowboat Advisors, expanding its line-up of investment tools for RIAs.

The financial regulator has taken enforcement action against Julius Baer, marking another setback for the bank as it attempts a turnaround. Credit: nitpicker / Shutterstock.com. Switzerland’s ...

O’Brien has more than 20 years of experience in the financial services sector. Credit: Stokkete/Shutterstock. Rothschild Wealth Partners has appointed Mac O’Brien as its first chief growth officer, a ...

Citi Global Alternatives advises Citi Wealth's global alternative investment fund platform. Credit: Konektus ...

Celia Wanderly, Chief Innovation Officer, Bits In Glass, shares how her global team is driving innovation through intelligent ...

Hightower Advisors has invested in Lindbrook Capital, a Los Angeles, California-based wealth management firm. The “strategic ...

Addepar, a platform for investment professionals, has raised $230m in a Series G funding round, pushing its valuation to $3.25bn. The investment round was co-led by London-based Vitruvian Partners and ...

Polar has purchased Castlefield Associates, a systematic hedge fund manager established in 2019 by Chris Schindler and his ...

Stash, a US-based investing platform, has garnered $146m in its Series H funding round, led by Goodwater Capital.

Bernstein has appointed Ashley Velategui as the head of its Wealth Strategies Group, succeeding Tara Popernik.

Artificial Intelligence (AI), automation, and agile systems are revolutionising the sector, yet many banks, insurers, and ...