Advanta Solutions has expanded its assets under management (AUM) with the acquisition of UK-based financial advisory services provider City Financial Planning.

As part of the arrangement, many CBAM staff members will join SEI’s SWP operations team. To guarantee a successful and seamless transition, SEI and CBAM will collaborate closely. SEI and CBAM will ...

AIFMD specialist Matterhorn Reporting Services has been purchased by FE fundinfo, expanding its regulatory reporting capabilities.

VP Bank has appointed Urs Monstein as its new group CEO as part of a wider reorganisation of its leadership team.

Fresh investment from insurance accounts managed by KKR, an international investment firm, has been obtained by eRESI Capital ...

LYNQS, Leonteq’s digital investment platform, has launched a Shari’a-compliant structured product offering. After establishing an office in Dubai in 2021, Leonteq has extended its product line to ...

A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...

Enid Yip. Source: CBH Compagnie Bancaire Helvétique. Enid Yip has been named the new CEO of CBH Asia, a subsidiary of the ...

Clearwater Analytics, a SaaS-based investment management and analytics solutions provider, has partnered with AI Data Cloud ...

With the merger, GYL contributes over $6.6bn in regulatory assets under management to Colony’s client assets. Credit: megaflop/Shutterstock. Focus Financial Partners has announced the merger of its ...

The private banking arm of NatWest increased its AUMA balance by £1.4bn in Q3 2024, reflecting net inflows of £0.9bn ($1.12bn ...

In an evolving financial landscape, HNWIs and family offices are increasingly adopting institutional strategies to access ...