Amundi has named Petra Salesny as chief executive of Amundi Alpha Associates, the firm’s private markets multi-management business.
The Financial Conduct Authority (FCA) in the UK has opened a consultation on plans to change how investment costs are explained to retail customers.
Merrill Lynch, Pierce, Fenner & Smith Incorporated has resolved SEC charges tied to repeated failures to submit suspicious activity reports (SAR) between April 2020 and September 2024.
Singular had about €18bn in assets under management in the first quarter. Credit: lma_ss/ Shutterstock.com. ING Spain is nearing the acquisition of a 40% holding in local wealth manager Singular Bank, ...
Arca, a wealth management firm built around AI tools and human advisers, has come out of stealth with $64m in seed and Series A funding.
The proposal for minimum haircuts in gilt repo transactions first appeared in a BoE discussion paper last year. Credit: Gorodenkoff/ Shutterstock.com. The Bank of England (BoE) is continuing with ...
Oversea-Chinese Banking Corp (OCBC) will reportedly recruit additional relationship managers over the next three years as it begins trials of a new AI-based application for wealth clients.
Harbourfront Wealth Group has signed a definitive deal under which Boston-based private equity firm Berkshire Partners will make an investment in the company.
The US Securities and Exchange Commission’s enforcement arm is examining continuation vehicles used by private equity firms and other asset managers to keep hold of assets they are unwilling or unable ...
Financial advisers are forecasting continued expansion in assets under management even as they face political conflict, energy market disruption, shifting global alliances and unclear interest rate ...
The research revealed that a sizeable portion of clients’ digital asset holdings remains outside the advisory process.
Letus works mainly with ultra-high-net-worth entrepreneurs and their families. Credit: abumuhammad051992/ Shutterstock.com. Corient has reached a deal to acquire Letus Private Office, a multi-family ...
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