The decision by JPMorgan applies immediately. Credit: Bumble Dee/ Shutterstock.com. JPMorgan Chase’s asset-management arm has ended its relationship with proxy advisory firms, moving to oversee ...

Both the acquired firms will now be able to utilise additional resources offered by Mercer Advisors. Credit: Chay_Tee/ Shutterstock.com. Mercer Global Advisors has acquired Poterack Capital Advisory ...

SBI Funds Management has enlisted nine financial institutions to guide its planned initial public offering (IPO), reported ...

Amundi has unveiled a set of senior management appointments spanning its real assets and distribution activities.

CIP manages assets exceeding $730m. Credit: Chay_Tee/ Shutterstock.com. EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm headquartered in Scottsdale, Arizona.

With the transaction, Apella is approaching $10bn in assets under management. Credit: Natee Meepian/ Shutterstock.com. Apella Wealth has purchased the wealth management arm of PBMares, with operations ...

Wealth Enhancement has expanded its network by joining forces with Ascent Private Wealth, a hybrid RIA headquartered in South ...

Standard Chartered has made two senior hires to its Global Chief Investment Office (CIO) team. Credit: viewimage/ Shutterstock.com. Standard Chartered has beefed up its global chief investment office ...

From left to right: Commerce Trust CEO John Handy, FineMark Bank & Trust CEO Joe Catti and Commerce Bank President & CEO John Kemper. Credit: Commerce Bancshares/ FineMark. Commerce Bancshares has ...

The acquisition would strengthen Mizuho’s position in India’s capital markets. Credit: ArDanMe/Shutterstock.com. Mizuho Securities, a subsidiary of Mizuho Financial Group, has agreed to acquire more ...

Revolut-Blackstone partnership represents a significant move by private capital firms to access high-net-worth clients. Credit: Piotr Swat/Shutterstock.com Blackstone and Revolut are in initial ...

The acquisition further extends the firm’s reach in California and increases its assets under management to over $131.2bn. Credit: earthphotostock/Shutterstock.com ...