Summit Financial has acquired a stake in Parsons Broach Financial Services as part of its strategy to expand its national ...

LBT Holdings has acquired Gonet Bank & Trust, a Bahamas-based private bank, from Gonet SA, for an undisclosed sum.

Deutsche Bank has secured a financial services licence from the Financial Services Regulatory Authority in the Abu Dhabi Global Market (ADGM) ...

Wealth advisory firm Lido Advisors has partnered with HPS Investment Partners to bolster its growth trajectory.

The Mather Group (TMG) has expanded its foothold in the US with the purchase of Pillar Wealth Management, based in Walnut ...

IQ-EQ has purchased South Watch from the majority shareholder Everlane Equity Partners and principal employee shareholders.

A partnership between DASH and global fintech S64 will simplify and scale private market investment access for Australian financial advisers and their clients.

Wealth technology provider Addepar has acquired Arcus, a company that offers enterprise AI workflows. This acquisition is ...

Swiss banking institution UBS has announced the formation of a new unit within its Global Wealth Management (GWM) division ...

Following the Coinbase data breach, Nic Puckrin, crypto analyst, investor and founder of educational platform The Coin Bureau ...

Mizuho has announced a partnership with Mercer Japan to provide outsourced chief investment officer (OCIO) services in Japan.

Fintech company Seeds, previously known as Seeds Investor, has raised $10m in a Series A financing round, led by Portage.