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

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

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 ...

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 ...

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 ...

2026 will mark a tipping point for private banks as several long-running pressures crystallise at once, explains Anthony Villis; image credit: marekuliasz ...

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 ...

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.