US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned ...

Last month, Emirates NBD announced plans to acquire a majority stake in India’s RBL Bank for about $3bn. Credit: hamdi bendali / Shutterstock.com. Emirates NBD is looking to establish an investment ...

Four Pillars provides guidance on investments, business succession planning, and retirement strategies. Credit: Korawat photo shoot/Shutterstock.com. Wealth management solutions provider Osaic has ...

SBI intends to submit a revised application after the RBI issues the final regulations. Credit: mrinalpal/Shutterstock.com. India’s central banking institution, the Reserve Bank of India (RBI), has ...

In an industry built on discretion, personal relationships and long-term trust, few technologies have inspired as much excitement and apprehension as AI. The challenge now isn’t whether to adopt AI, ...

Participants in the Morgan Stanley at Work programme are expected to gain new liquidity option. Credit: JarTee / Shutterstock.com. Morgan Stanley has signed an agreement to acquire EquityZen, a ...

For the year to date, net new assets reached $92bn, close to UBS’ target of $100bn for the full year. Credit: Kittyfly / Shutterstock.com. UBS has reported a net profit attributable to shareholders of ...

Amundi shares dipped by 5% following news of UniCredit’s decision to pull funds image credit: Piotr Swat/shutterstock UniCredit is reducing the amount of client money it invests through Amundi and ...

Generali and BPCE recently amended the merger agreement to remove a €50m ($58m) break-up fee. Credit: MikeDotta/Shutterstock.com. Italian insurer Generali and BPCE, the parent company of Natixis, are ...

Julius Baer Europe has a footprint in several major cities, including Madrid, Dublin, Barcelona, and Milan. Credit: ChrisStock82/Shutterstock.com. Swiss wealth ...

Goldman Sachs Group is in discussions with the Kuwait Investment Authority (KIA) to receive a $10bn investment mandate for ...