U.K. banking giant NatWest is acquiring wealth manager Evelyn Partners for 2.7 billion pounds (approximately $3.6 billion). Purchasing Evelyn Partners from private equity operations Permira and Warburg Pincus will allow NatWest to...
AI-driven longevity is redefining aging, with longer, healthier lives fueling more spending later in life. The result: inheritance happens later and looks very different.
HSBC has launched a United Arab Emirates (UAE) asset management business that it said will play a key role in its Middle East, North Africa...
Wealth management platform Wealthfront filed for a proposed initial public offering Monday (Sept. 29). The company filed a registration statement on Form S-1 with the...
JPMorganChase now offers its J.P. Morgan Private Client experience in 53 Chase branches in Connecticut, New York, Florida and Texas. This experience was previously available...
WealthTech company Dispatch says it has raised $18 million in a Series A round. The new funding, announced Thursday (Sept. 4), is designed to boost...
Citi Wealth has chosen BlackRock to develop a new portfolio offering for its clients. Citi Portfolio Solutions powered by BlackRock, announced Thursday (Sept. 4), will see BlackRock manage around $80...
Merrill and Bank of America have introduced a private market program designed for ultra-wealthy customers. The Alts Expanded Access Program, aimed at ultra-high-net-worth (UHNW) clients with a net...