UBP has had a presence in the Middle East for over 20 years, initially conducting business from Switzerland before establishing offices in Dubai in 2011. Credit: Wirestock Creators / Shutterstock.com.

The transaction adds Wise Wealth’s $464m in client assets to Wealth Enhancement’s existing portfolio. Credit: nampix/Shutterstock.com. US-based Wealth Enhancement has acquired independent registered ...

The talks are part of State Street’s efforts to expand its presence in the country’s asset management sector. Credit: SomYuZu/Shutterstock.com. State Street Investment Management is reportedly in ...

Perpetual operates globally across asset management, wealth management, and trustee services under various brands. Credit: A9 STUDIO/Shutterstock.com. Australia’s Perpetual has signed an exclusivity ...

Firms that can combine regulatory credibility, cross-market insight and technology-led delivery will be best positioned: GlobalData image credit: bestfoto77/shutterstock Wealth management is ...

Millennium Management has reportedly sold a minority stake representing around 15% to a group of investors in a deal valued ...

US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned ...

The Evoke Advisors acquisition marks a milestone in MAI’s growth strategy, enhancing its services for ultra-high-net-worth clients and institutions. Credit: annacovic/Shutterstock.com. A registered ...

Goldman Sachs Group is in discussions with the Kuwait Investment Authority (KIA) to receive a $10bn investment mandate for ...

Last month, Emirates NBD announced plans to acquire a majority stake in India’s RBL Bank for about $3bn. Credit: hamdi bendali / Shutterstock.com. Emirates NBD is looking to establish an investment ...

For the year to date, net new assets reached $92bn, close to UBS’ target of $100bn for the full year. Credit: Kittyfly / Shutterstock.com. UBS has reported a net profit attributable to shareholders of ...

In an industry built on discretion, personal relationships and long-term trust, few technologies have inspired as much excitement and apprehension as AI. The challenge now isn’t whether to adopt AI, ...