Private equity firm Tavistock has agreed to purchase a 76.59% stake in UK-based financial advisory company Lifetime.

A federal judge has granted preliminary approval to Vanguard Group's $25m settlement of a lawsuit regarding excessive tax ...

Family offices are evolving rapidly as wealth passes between generations, technology reshapes back-office operations, and new ...

As family offices evolve, generational shifts and governance structures become crucial to ensuring harmony, continuity, and ...

Franklin Templeton has appointed Daniel Gamba as its new chief commercial officer, effective 15 October 2025. Based in New ...

JPMorgan has appointed Sarah Catania as the head of its private banking business for continental Europe, reported Reuters.

New Zealand is a magnet for affluent families with 6% of the local HNW population expats and now as Heike van den Hoevel ...

DIFC Courts has expanded their ancillary offerings with the introduction of a Mediation Service Centre and a Notary Service.

Indosuez Wealth Management, a division of Crédit Agricole Group, has completed the acquisition of Banque Thaler, obtaining ...

The platform will help BTA comply with regulatory standards in wealth and investment management across multiple jurisdictions. Credit: Koto Amatsukami/Shutterstock.com. Dubai-based financial ...

A collective of past executives and directors from Credit Suisse Group, spearheaded by former chairman Urs Rohner ...

The US Securities and Exchange Commission has removed longstanding constraints that limited retail investors’ access to private funds.