Schroders has agreed to sell Benchmark, its UK integrated financial advice business, to Söderberg & Partners. The transaction marks another step in the asset manager’s plan to reshape its wealth ...

J. Safra Sarasin Group has agreed to acquire the remaining indirect stake in Saxo Holding held by Kim Fournais.

Park joins the firm as a managing director and will be based in Singapore. Credit: PhotoGranary02/Shutterstock.com German asset manager DWS has named JB Park as its head of alternatives client ...

Amundi has named Petra Salesny as chief executive of Amundi Alpha Associates, the firm’s private markets multi-management business.

The Financial Conduct Authority (FCA) in the UK has opened a consultation on plans to change how investment costs are explained to retail customers.

Singular had about €18bn in assets under management in the first quarter. Credit: lma_ss/ Shutterstock.com. ING Spain is nearing the acquisition of a 40% holding in local wealth manager Singular Bank, ...

The Financial Conduct Authority (FCA) has opened a consultation on changes to the UK Listing Rules for closed ended investment funds, centred on conflicts of interest.

Arca, a wealth management firm built around AI tools and human advisers, has come out of stealth with $64m in seed and Series A funding.

NatWest Group has completed its purchase of British wealth manager Evelyn Partners, valuing the business at £2.7bn ($3.6bn).

In H2, can earnings continue growing quickly enough to justify premium valuations? Image credit: DB-Films/shutterstock The end of June marks month-end, quarter-end and first half-end for 2026. It’s ...

Merrill Lynch, Pierce, Fenner & Smith Incorporated has resolved SEC charges tied to repeated failures to submit suspicious activity reports (SAR) between April 2020 and September 2024.

Oversea-Chinese Banking Corp (OCBC) will reportedly recruit additional relationship managers over the next three years as it begins trials of a new AI-based application for wealth clients.