CAPTRUST now employs 54 staff members across two Kansas City locations. Credit: Chay_Tee/ Shutterstock.com. Captrust Financial Advisors has incorporated Meritage Portfolio Management, a Kansas ...

Hamza will report to Edmond de Rothschild Advisory Switzerland head Xavier Rives. Credit: HJBC/ Shutterstock.com. Edmond de Rothschild has appointed Hamza Hamza as Head of Investment Advisory for its ...

Jio BlackRock Investment Advisers, a joint venture equally owned by Jio Financial Services (JFSL) and BlackRock, has launched ...

FNZ partners with over 650 financial institutions and 12,000 wealth managers globally. Credit: ARMMY PICCA/Shutterstock. Wealth management platform FNZ has named Aashish Kamat as its new group chief ...

UBS reported profit before tax of $8.9bn in 2025. Credit: Judith Linine/ Shutterstock.com. UBS reported a net profit attributable to shareholders of $1.2bn in the fourth quarter of 2025 (Q4 2025), up ...

EFG International has disclosed plans to acquire Quilvest (Switzerland), a private bank headquartered in Zurich with a ...

The average expense ratio for Vanguard’s product range across all asset categories and investment styles now stands at 0.06%. Credit: T. Schneider/Shutterstock.com. Vanguard has disclosed plans to ...

EQT has agreed to purchase Coller Capital, a secondaries investment firm with close to $50bn in assets under management, ...

BNY has announced a realignment of its top management, making several appointments aimed at integrating its wealth solutions ...

Julius Baer’s underlying profit before tax increased 17% to SFr 1.27bn. Credit: YueStock/Shutterstock.com. Julius Baer has reported a 25% decline in net profit for 2025 to SFr764m ($981.3m), as ...

Latham & Watkins and Kirkland & Ellis have topped the legal adviser charts for global mergers and acquisitions in 2025, based on data from GlobalData’s latest Legal Advisers League Table. As per ...