J. Safra Sarasin Group, an entity engaged in private banking, has signed an agreement to acquire approximately 70% of Saxo ...
Cybersecurity has always been a pressing concern in financial services, but it is becoming a priority for investors.
Deutsche Digital Assets (DDA), a European provider of digital asset investment solutions, has opened an office in Paris.
Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth ...
Bank of Singapore has appointed Joey Tang as the new head of Investment Solutions Group Hong Kong, effective immediately.
In an era where cyber threats loom large over every industry, asset managers find themselves in an increasingly precarious ...
Zocks, an AI-driven client intelligence platform designed for financial services, has secured $13.8m in a Series A funding ...
Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...
Bain Capital and CC Capital have further sweetened their buyout offers for Australian wealth manager Insignia Financial.
Schroders has laid out plans to attain £150m in annual net cost savings over the next three years to drive “profitable growth ...
CI Wealth, CI Financial’s Canadian wealth unit, has partnered with Conquest Planning, a provider of AI-powered financial ...
Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m. The acquired ...