The acquisition will boost Franklin Templeton’s global alternative credit assets under management to $87bn. Credit: JHVEPhoto/Shutterstock. Franklin Templeton has agreed to acquire a majority stake in ...
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 ...
Koo has more than 30 years of experience in audit, compliance and risk functions at financial institutions. Credit: VP Bank. VP Bank Singapore has named Vincent Koo as its new chief risk officer, with ...
Weinand Financial had about $644m in client assets as of 11 August 2026. Credit: Pickadook/ Shutterstock.com. Wealth Enhancement has agreed to take over the investment advisory operations of Weinand ...
Other banks, including Goldman Sachs, generally do not wait beyond those 30 days before offering such loans. Credit: Lewis Tse/Shutterstock.com JPMorgan Chase is easing its approach to loans secured ...
Mitsubishi UFJ Financial ranked first among financial advisers for Asia-Pacific mergers and acquisitions in the first six months of 2026, leading both by total deal value and by number of transactions ...
EFG International’s Dubai Advisory Office opened in 2019. Credit: Tang Yan Song/ Shutterstock.com. EFG International has appointed Ranjit Khanna as CEO of its Dubai Advisory Office, effective ...
It also comes as Hong Kong competes with Singapore, New York and Miami for high-end financial talent. Credit: Pushish Images/Shutterstock.com Hong Kong is considering extending planned tax reforms for ...
Clark is expected to start in November. Credit: Panya_photo/ Shutterstock.com. Citigroup is bringing in Adam Clark to take charge of wealth planning, according to a memo seen by Private Banker ...
Roger Weatherby, the former chief executive officer of Weatherbys Banking Group, has returned to the company in the role of chairman, taking over from David Bellamy, who will remain involved as a ...
Control of Confluence will remain with the current management team. Credit: afotostock/ Shutterstock.com. Constellation Wealth Capital (CWC), an alternative asset management firm, has agreed to take a ...
India currently has more than 19,000 UHNWIs, a figure projected to cross 25,000 by 2031. Credit: Manishankar Patra/ Shutterstock.com. Assets held by India’s family offices are projected to grow 1.5 ...