Kovitz, a Focus Partners firm, has added Colorado-headquartered Focus network firm Transform Wealth into its fold.

Investment advisory firm Summit Financial has invested in Gateway Advisory, a New Jersey-based firm managing $830m in assets.

Brooks Macdonald Group has expanded its Scotland operations by hiring three investment professionals from RBC Brewin Dolphin ...

SCB WEALTH has announced a partnership with asset manager BlackRock to enhance its wealth management offerings in Thailand.

UBS has obtained approval from China Securities Regulatory Commission to divest a 36.01% stake in Credit Suisse Securities ...

Financial services firm Edward Jones has launched a new private client service tailored for high net worth individuals in the ...

Ludlow Trust has acquired HSBC Trust Company (UK) Limited (HTCU) from HSBC UK Bank plc in a deal that further cements its ...

Americana Partners has acquired Californian RIA Boulevard Family Wealth, which caters to the ultra-high-net-worth (UHNW) ...

Standard Chartered's Global Private Bank has introduced the Private Markets Co-Investment Club (CIC) to offer UHNW clients ...

Docupace, a software provider for wealth management back-office operations, has acquired Hubly, a workflow management ...

Royal Bank of Canada’s (RBC) wealth management unit RBC Wealth Management has appointed Kamran Azim as the new head of private banking in Singapore. This move is part of the firm’s commitment to ...