On the platforms of Fidelity and Schwab, Strive Asset Management is branching into direct indexing. Strive Asset Management ...

Western Canada-based ATB Financial has closed the acquisition of BCV Asset Management, a Manitoba-based portfolio management ...

After a thorough overhaul, Green Wealth Partners has successfully changed its name to LeoVest Partners. A collection of ...

Deutsche Bank has contributed to Partior’s Series B funding round as a strategic investor, increasing the total investment to ...

Deutsche Bank Securities Services has renewed its collaboration with fintech company SimCorp, extending a relationship that ...

Range’s new funding will drive growth, through product development and expansion of its engineering teams. Credit: ...

British banking group Barclays has unveiled plans to launch a new private bank booking centre in Singapore, expanding its ...

Bain Capital has concluded the acquisition of Envestnet, a wealth solutions provider, in a deal valuing the business at ...

Nexus, an integrated platform powered by a single "golden source of information," has been introduced by FE fundinfo.

Citi Wealth has appointed Kate Moore as chief investment officer, effective February 2025. Moore will report directly to Andy Sieg, head of wealth, as she assumes a pivotal role in shaping the ...

In order to enable more individuals from all across the UK, Hargreaves Lansdown has introduced a VCT online service.

Tavistock has acquired Alpha Beta Partners (ABP), a London and Bath-based asset management company with nearly £3bn ...