In an evolving financial landscape, HNWIs and family offices are increasingly adopting institutional strategies to access ...

CogniCor, a provider of AI digital assistants for financial sector, has upgraded its Wealth Co-Pilot platform by integrating ...

Uptiq has introduced the Uptiq AI Workbench, an enterprise AI platform tailored for the regulated financial services sector.

Americana Partners has received an investment from funds managed by private equity house Lovell Minnick Partners (LMP).

White & Case and CMS have emerged as the leading mergers and acquisitions (M&A) legal advisers based on deal value and volume ...

Northern Trust has posted a net income of $464.9m for the third quarter (Q3) of 2024, a 42% surge from $327.8m in the same ...

With the addition of a new CEO, CBH Compagnie Bancaire Helvétique grows its personnel. Simon Benhamou has been appointed ...

Launched in Hong Kong this week, it is the first phase of a global programme to offer elevated travel, exclusive access and ...

This is according to The Art Basel and UBS Survey of Global Collecting 2024 by Arts Economics. It also found that the 300 ...

TD Bank acquires liquidity provisioning rights to LTX, a Broadridge company. Through its affiliate, TD Securities Automated ...

For institutional investors, JPMorgan has introduced its private markets data solutions, that are accessible via Fusion by ...

Westpac CEO Peter King has announced that Peter Herbert will gain the position of acting chief executive, business & wealth.