DriveWealth is supporting the introduction of IOL Privé, a new wealth management service in Uruguay aimed at high-net-worth investors.

Citigroup is bringing in Adam Clark to take charge of wealth planning, according to a memo seen by GlobalData and confirmed by a spokesperson.

The Wealth Company, part of Pantomath Group, has introduced a new fund vehicle in GIFT City IFSC for eligible overseas investors, including non-resident Indians (NRIs).

Hong Kong is considering extending planned tax reforms for the investment industry to proprietary trading firms, the FT reported.

Valley Financial Group, an independent wealth management practice based in Pennsylvania, is set to be acquired by Hightower Signature Wealth, Hightower’s fully integrated national wealth management ...

Robinhood is starting a crypto trading service in the UK through Bitstamp UK, allowing users to buy and sell digital assets in the same app used for stocks and shares ISAs, equities, options and ...

The deal is expected to close in the first quarter of 2027, pending regulatory approvals. Credit: Piotr Swat/ Shutterstock.com. Goldman Sachs has agreed to acquire NEOS Investments, a firm focused on ...

Aspen Standard Wealth has acquired Denver Private Wealth Management (Denver PWM), a Denver-based wealth advisory business with about $550m in client assets.

Switzerland’s Federal Council has started a consultation on revisions to the Banking Act and the Liquidity Ordinance, advancing a set of post-Credit Suisse reforms for the banking sector.

Abry Partners said it is exiting its investment in Prime Capital Financial, with Carlyle Group agreeing to acquire a minority ownership interest in the independent wealth management firm.

Allianz Global Investors has reached an agreement to buy UOB Asset Management (UOBAM) in a transaction valued at S$555m($432.7m).