Merit Financial Advisors, a wealth management company based in Georgia, has agreed to acquire Strategic Retirement Plans, a registered advisory business with its main office in Billings, Montana, and ...

Bank of Singapore, the private banking subsidiary of OCBC, has appointed Vi Sun Yang from Julius Baer as its Head of Private Banking, ASEAN with effect from 29 June 2026.

Adam Bagshaw has been appointed head of HSBC’s new capital markets and advisory group to enhance its private credit offerings. Credit: William Barton/Shutterstock. HSBC Holdings has announced a ...

UK-based fintech, ZILO, has signed an agreement with global investment and retirement savings business, Fidelity International. Specifically, the deal delivers ZILO’s cloud-based transfer agency ...

Alfonso Gómez. HSBC Private Bank. HSBC has named Alfonso Gómez as CEO of HSBC Private Bank (Suisse) SA and Country head for Switzerland, with the appointment taking effect on 27 April 2026. He ...

The agreement will see Carlyle rise to majority owner in MAI. Credit: Wirestock Creators/ Shutterstock.com. Carlyle has agreed to acquire a controlling interest in MAI Capital Management, valuing the ...

TVS Venu Group has signed binding agreements to take over Prudential Financials’ full holding in PGIM India Asset Management and PGIM India Trustees.

Kukies was involved in shaping the European Union’s joint borrowing programme created in response to the Covid-19 pandemic. Credit: Alexandros Michailidis / Shutterstock.com. Joerg Kukies, a former ...

Citigroup has set tougher performance objectives for its private bankers, with some staff members saying the new demands may be out of reach as the bank tries to strengthen its wealth operation, ...

The technology offers bank staff access to portfolio management tools. Credit: Thapana_Studio/ Shutterstock.com. CMB Monaco has gone live on the integrated Avaloq and Aladdin Wealth platform, ...