A group of wealth management and asset management firms has reportedly agreed to a $25.5m settlement in a class action ...

The UK’s mass affluent investors are reassessing long-held wealth strategies as changing tax rules, high interest rates and growing digital confidence reshape financial behaviour. According to Daniel ...

Wafra, owned by the Public Institution for Social Security of Kuwait (PIFSS), has acquired stake in French private equity firm Ardian.

Eton said that several international PE firms have adopted its new solution for managing deal workflows. Sutthiphong Chandaeng/Shutterstock.com. US-based wealth technology firm Eton Solutions has ...

The term “mass affluent” encompasses a significant portion of investors, typically those with £50,000 to £5m in investable assets. This group is estimated to control around 67% of UK investable wealth ...

True Potential Group has announced the appointment of Stuart Dodson as the new CEO for its business unit, True Potential Wealth Management. Dodson will assume the role on 5 January 2026, as the ...

JP Morgan Private Bank has outlined the effects of artificial intelligence (AI), global fragmentation and inflation on ...

ING Bank Śląski has held a 45% stake in Goldman Sachs TFI since 2019 through its subsidiary ING Investment Holding. Credit: Milos Ruzicka/Shutterstock.com. ING Bank Śląski, a Polish subsidiary of ...

Amundi will serve as the exclusive global distributor in the wealth channel for ICG’s evergreen and select other products. Credit: T. Schneider/Shutterstock.com. Amundi has acquired a 4.6% stake in ...

The new global markets division will be jointly led by Rob Hale in London and Bill Mansfield in New York. Credit: PJ McDonnell/Shutterstock.com. Lloyds Banking Group will form a new global markets ...

Deutsche Bank intends to hire up to 250 bankers to support the expansion of its wealth management business across Germany, ...