LGT, a Liechtenstein-based private bank, has collaborated with iCapital to digitise its alternative investment portfolio.

Raymond James has forged a strategic partnership with wealthtech platform FNZ to develop its next-generation wealth ...

Quintet Private Bank, with operations across Europe and the UK, has integrated private markets exposure into its client ...

As regulation tightens and investor expectations shift, firms are under pressure to prove that ESG strategies deliver measurable and credible results.

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO).

Connecticut-based RIA Apella Wealth has acquired Iowa-based peer Iron Horse Wealth Management for an undisclosed sum.

PGIM is merging its public fixed-income and private-credit teams to form a unit with nearly $1tn in assets, reported ...

CFM Indosuez strikes deal to absorb BNP Paribas’s Monaco wealth clients, reinforcing its dominance in the Principality’s ...

In honour of International Women’s Day on March 8, PBI speaks with prominent figures in the banking world about the reforms that are being implemented for women in the financial services sector. IWD ...

Conquest Planning has secured $80m in Series B funding to expand its artificial intelligence (AI)-powered financial planning ...

Northern Trust has announced its plans to remain an independent entity following reports of a potential merger with Bank of ...

Tradeweb, DRW, Goldman Sachs, and other major players back expansion of Canton Network as blockchain adoption gains momentum ...