Kovitz, a Focus Partners firm, has added Colorado-headquartered Focus network firm Transform Wealth into its fold.

Investment advisory firm Summit Financial has invested in Gateway Advisory, a New Jersey-based firm managing $830m in assets.

Brooks Macdonald Group has expanded its Scotland operations by hiring three investment professionals from RBC Brewin Dolphin ...

Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors. In terms of concerns, cybersecurity is always near the top for private banks, ...

In an era where cyber threats loom large over every industry, asset managers find themselves in an increasingly precarious ...

SCB WEALTH has announced a partnership with asset manager BlackRock to enhance its wealth management offerings in Thailand.

UBS has obtained approval from China Securities Regulatory Commission to divest a 36.01% stake in Credit Suisse Securities ...

Deutsche Digital Assets (DDA), a European provider of digital asset investment solutions, has opened an office in Paris.

Financial services firm Edward Jones has launched a new private client service tailored for high net worth individuals in the ...

Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...

Ludlow Trust has acquired HSBC Trust Company (UK) Limited (HTCU) from HSBC UK Bank plc in a deal that further cements its ...