Indivisible Partners has announced its official launch and onboarded Woodring I LeRoy Capital Advisors, a team managing $640m ...

At the 9th Annual Private Banking Conference & Awards Switzerland 2024 event, hosted in Zurich, Dr Reto Cueni, chief economist at Vontobel, spoke on the long road to sustainability. Sustainability and ...

Investment firm Balfour Capital Group has named Hersh Oberoi as the head of its Australia division. Oberoi’s experience in ...

Insignia Financial has secured an indicative non-binding buyout offer from CC Capital Partners, a family office led by ...

Singapore-based Clifford Capital expands its reach with a new asset management arm and names chief investment officer.

Vontobel has finalised its acquisition of IHAG Privatbank’s client book, a move first announced on 19 September 2024. This deal enhances Vontobel’s presence in the DACH region (Germany, Austria, ...

Singlife has launched PROPEL with Singlife, a shared services platform aimed at supporting financial adviser representatives ...

Hawksmoor Investment Management, an investment and fund management business, has appointed Michael Bishop as its new managing ...

Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its technology solutions for wealth advisors.

Treehouse Wealth Advisors has acquired The Humphreys Group, a San Francisco-based wealth management firm and certified B-Corporation ...

Although some have drawn parallels between private credit and the “wildcat banking” of the past, today’s private credit landscape is far from disorderly. It has evolved far from the email chains and ...