Stonehage Fleming, a multi-family office, has appointed Bev Stewart as the head of family office in Jersey, replacing Richard ...

The US recently lifted key restrictions on banks engaging with crypto, marking a major turning point in the future of banking ...

The data also revealed that financial planning plays a crucial role in building retirement confidence. Over half (56%) of ...

GAM Investments has partnered with Gramercy Funds Management, designating Gramercy as the delegate investment manager for GAM ...

Gold prices have surged to $3,000 per ounce, driven by macroeconomic factors, geopolitical tensions, and shifting investor ...

Industry veterans from Goldman Sachs, Hightower Advisors, and H.I.G. Capital have launched a new Peak Altitude Partners ...

Quintet Private Bank has reported an increase in its net profit for the year 2024, with figures reaching €68m ($73.3m), a 45% ...

LPL Financial Holdings has reached a definitive agreement to acquire Commonwealth Financial Network in a deal valued at ...

WTL has announced a 50/50 joint venture (JV) with Merchant Wealth Partners, the Australian subsidiary of Merchant Wealth ...

Union Bancaire Privée (UBP) has announced the successful completion of its acquisition of UK-based SG Kleinwort Hambros from ...

RIA aggregator Waverly Advisors has purchased Baltimore, Maryland-based GGM Wealth Advisor. Financial specifics ...

Dynasty Financial Partners, a wealth-tech platform for financial advisors, has entered a custody deal with Goldman Sachs.