SBI Funds Management has enlisted nine financial institutions to guide its planned initial public offering (IPO), reported ...

The agreement is intended to expand Cerity Partners’ reach within Maryland. Credit: Pasuwan/ Shutterstock.com. US-based wealth management group Cerity Partners has merged with compatriot SOL Capital ...

Amundi has unveiled a set of senior management appointments spanning its real assets and distribution activities.

Both the acquired firms will now be able to utilise additional resources offered by Mercer Advisors. Credit: Chay_Tee/ Shutterstock.com. Mercer Global Advisors has acquired Poterack Capital Advisory ...

Wealth Enhancement has expanded its network by joining forces with Ascent Private Wealth, a hybrid RIA headquartered in South ...

The decision by JPMorgan applies immediately. Credit: Bumble Dee/ Shutterstock.com. JPMorgan Chase’s asset-management arm has ended its relationship with proxy advisory firms, moving to oversee ...

Standard Chartered has made two senior hires to its Global Chief Investment Office (CIO) team. Credit: viewimage/ Shutterstock.com. Standard Chartered has beefed up its global chief investment office ...

From left to right: Commerce Trust CEO John Handy, FineMark Bank & Trust CEO Joe Catti and Commerce Bank President & CEO John Kemper. Credit: Commerce Bancshares/ FineMark. Commerce Bancshares has ...

CIP manages assets exceeding $730m. Credit: Chay_Tee/ Shutterstock.com. EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm headquartered in Scottsdale, Arizona.

With the transaction, Apella is approaching $10bn in assets under management. Credit: Natee Meepian/ Shutterstock.com. Apella Wealth has purchased the wealth management arm of PBMares, with operations ...

The acquisition would strengthen Mizuho’s position in India’s capital markets. Credit: ArDanMe/Shutterstock.com. Mizuho Securities, a subsidiary of Mizuho Financial Group, has agreed to acquire more ...

Revolut-Blackstone partnership represents a significant move by private capital firms to access high-net-worth clients. Credit: Piotr Swat/Shutterstock.com Blackstone and Revolut are in initial ...