Sequoia Financial Group has acquired BSW Wealth Partners, an independent wealth management business based in Colorado, for an undisclosed sum. Established in 1992, BSW works with clients across the ...

Groww is seeking to widen its investment platform beyond domestic offerings. Credit: Rahbar stock/ Shutterstock.com. Groww Asset Management Company (AMC) has closed its Rs5.8bn ($64.2m) investment ...

The deal is expected to close in the first quarter of 2027, pending regulatory approvals. Credit: Piotr Swat/ Shutterstock.com. Goldman Sachs has agreed to acquire NEOS Investments, a firm focused on ...

The rules set maximum holdings based on an issuer’s publicly tradable shares. Credit: piksik/ Shutterstock.com. Türkiye’s capital markets regulator has introduced restrictions on hedge fund holdings, ...

Before joining Sanctum Wealth, he was equities head at Klay. Credit: Dmitry Demidovich/ Shutterstock.com. Sanctum Wealth has appointed Ravi Malani to lead its Portfolio Management Services, as the ...

Edwards has more than 12 years of experience in financial services. Credit: Mameraman/ Shutterstock.com. Clifton Asset Management has selected Edward Ellis as its new chief financial officer, ...

Valley Financial Group, an independent wealth management practice based in Pennsylvania, is set to be acquired by Hightower Signature Wealth, Hightower’s fully integrated national wealth management ...

The transaction is Merit’s 61st acquisition and its ninth partnership of 2026. Credit: Indypendenz/ Shutterstock.com. Merit Financial Advisors has acquired The Bridgeway Group, a wealth management ...

Meister has more than 35 years of experience in the sector. Credit: Natalya Bardushka/ Shutterstock.com. Fiduciary Trust Company has appointed Doris Meister as its president and chief executive, ...

Benjamin J. Ciocco and Frank J. Aloi. Credit: F.N.B. Corporation/ PRNewswire. F.N.B. Corporation has widened its wealth management services for ultra-high-net-worth clients by adding more specialised ...

Vanguard became an investor in Altruist in 2020. Credit: Samuel Boivin/ Shutterstock.com. Vanguard has reached a deal to acquire Altruist, a wealth technology and custody business focused on financial ...

The Ireland-domiciled fund will be managed with input from Neil Sutherland. Credit: IgorGolovniov/ Shutterstock.com. Schroders has obtained approval from the Central Bank of Ireland for a tokenised ...