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

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 ...

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 ...

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

Artificial intelligence, AI, was a big topic for private banking and wealth management in 2024 and into 2025. This shows no sign of changing as the technology evolves and brings greater value to both ...

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

At the 9th Annual Private Banking Conference & Awards Switzerland 2024 event, hosted in Zurich, Dr Reto Cueni, chief economist at Vontobel, spoke on the long road to sustainability. Sustainability and ...

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

Singapore-based Clifford Capital expands its reach with a new asset management arm and names chief investment officer.