FP&A

United Capital expands into West Africa with new asset management subsidiary

The new subsidiary will provide portfolio management, mutual funds, and financial advisory services across eight member countries.

Pradeep Bairaboina

FP&A

PingPong launches InvestXB for Luxembourg’s investment managers

FP&A

CAIS expands platform execution capabilities for ticker-traded alternative investment funds

FP&A

MoneyHero partners with OSL to expand digital asset services in Hong Kong

FP&A

Scalable Capital raises €155m for digital platform expansion

FP&A

Coldstream merges with Cable Hill to manage $13bn in assets

FP&A

Mercer Advisors establishes strategic growth presence in Oklahoma City With addition of Full Sail Capital

FP&A

Dai-ichi Life, M&G partner to enhance asset management operations

FP&A

Deal sees IM Asset Management and TWP Wealth join Shackleton

Pradeep Bairaboina

FP&A

Mattioli Woods and Kingswood combine to create leading wealth management group

Swagath Bandhakavi

FP&A

Cantor Fitzgerald to acquire UBS’ O’Connor platform

Swagath Bandhakavi

FP&A

Simon Quick Advisors acquires Proquility Private Wealth Partners to drive purposeful, values-led growth

Swagath Bandhakavi

FP&A

Cecabank and Bit2Me to launch digital asset solution for traditional and digital banks

Swagath Bandhakavi

FP&A

Steward Partners expands in Georgia with acquisition of Moore’s Wealth Management

Swagath Bandhakavi

FP&A

AdvisorEngine boosts efficiency with AI-powered notetakers and Zapier integration

Pradeep Bairaboina

FP&A

Assette launches AI-Powered RFP & DDQ Automation for asset managers

Pradeep Bairaboina

FP&A

Funded Ventures launches Terrace Wealth to offer tailored wealth management solutions

Swagath Bandhakavi

FP&A

Vanguard introduces AI-powered summaries for financial advisers

Swagath Bandhakavi

FP&A

Hub International boosts employee benefits services with acquisition of Allegiant Global Partners

Swagath Bandhakavi

FP&A

Copy-trading app dub rakes in $30m to boost retail investment access

Swagath Bandhakavi

FP&A

Clearwater Analytics acquires Beacon to enhance portfolio management

Vidya Sagar Maddela

FP&A

Apex Fintech Solutions and 401GO announce strategic collaboration to expand retirement and investment services

Swagath Bandhakavi

FP&A

UBS expands Workplace Wealth Solutions with insightsoftware’s technology

Vidya Sagar Maddela

FP&A

Ardabelle Capital announces strategic partnership with TPG NEXT

Swagath Bandhakavi

FP&A

Sherpas comes out of stealth to power the future of hybrid financial advice with AI

Swagath Bandhakavi

FP&A

UBS and 360 ONE join forces to serve ultra-high-net-worth clients in India

Swagath Bandhakavi

FP&A

Clearwater Analytics wraps up $1.5bn acquisition of Enfusion

Swagath Bandhakavi

FP&A

Nomura to buy Macquarie’s US and European asset management units for $1.8bn

Swagath Bandhakavi

FP&A

Procyon Partners receives strategic minority investment from Constellation Wealth Capital

Swagath Bandhakavi

FP&A

Pure Financial Advisors deepens Midwest presence with acquisition of Fairhaven Wealth Management

Swagath Bandhakavi

FP&A

RavenPack’s AI platform launches autonomous agents for investment monitoring

Swagath Bandhakavi

FP&A

Amundi Technology, Murex partner to enhance investment management solutions

Pradeep Bairaboina

FP&A

Visa expands collaboration with Mynt to enhance spend management

Pradeep Bairaboina

FP&A

Mashreq announces new partnership with Goldman Sachs Asset Management

Pradeep Bairaboina

FP&A

Langley Federal Credit Union selects Ameriprise Financial to manage its investment programme

Swagath Bandhakavi

FP&A

FNZ secures $500m in equity funding to drive long-term growth

Swagath Bandhakavi

FP&A

Cary Street Partners expands with acquisition of Keene & Dorchak

Pradeep Bairaboina

FP&A

Arta Finance launches AI agents to transform wealth management

Vidya Sagar Maddela

United Capital expands into West Africa with new asset management subsidiary

PingPong launches InvestXB for Luxembourg’s investment managers

CAIS expands platform execution capabilities for ticker-traded alternative investment funds

MoneyHero partners with OSL to expand digital asset services in Hong Kong

Scalable Capital raises €155m for digital platform expansion

Coldstream merges with Cable Hill to manage $13bn in assets

Mercer Advisors establishes strategic growth presence in Oklahoma City With addition of Full Sail Capital

Dai-ichi Life, M&G partner to enhance asset management operations

Deal sees IM Asset Management and TWP Wealth join Shackleton

Mattioli Woods and Kingswood combine to create leading wealth management group

Cantor Fitzgerald to acquire UBS’ O’Connor platform

Simon Quick Advisors acquires Proquility Private Wealth Partners to drive purposeful, values-led growth

Cecabank and Bit2Me to launch digital asset solution for traditional and digital banks

Steward Partners expands in Georgia with acquisition of Moore’s Wealth Management

AdvisorEngine boosts efficiency with AI-powered notetakers and Zapier integration

Assette launches AI-Powered RFP & DDQ Automation for asset managers

Funded Ventures launches Terrace Wealth to offer tailored wealth management solutions

Vanguard introduces AI-powered summaries for financial advisers

Hub International boosts employee benefits services with acquisition of Allegiant Global Partners

Copy-trading app dub rakes in $30m to boost retail investment access

Clearwater Analytics acquires Beacon to enhance portfolio management

Apex Fintech Solutions and 401GO announce strategic collaboration to expand retirement and investment services

UBS expands Workplace Wealth Solutions with insightsoftware’s technology

Ardabelle Capital announces strategic partnership with TPG NEXT

Sherpas comes out of stealth to power the future of hybrid financial advice with AI

UBS and 360 ONE join forces to serve ultra-high-net-worth clients in India

Clearwater Analytics wraps up $1.5bn acquisition of Enfusion

Nomura to buy Macquarie’s US and European asset management units for $1.8bn

Procyon Partners receives strategic minority investment from Constellation Wealth Capital

Pure Financial Advisors deepens Midwest presence with acquisition of Fairhaven Wealth Management

RavenPack’s AI platform launches autonomous agents for investment monitoring

Amundi Technology, Murex partner to enhance investment management solutions

Visa expands collaboration with Mynt to enhance spend management

Mashreq announces new partnership with Goldman Sachs Asset Management

Langley Federal Credit Union selects Ameriprise Financial to manage its investment programme

FNZ secures $500m in equity funding to drive long-term growth

Cary Street Partners expands with acquisition of Keene & Dorchak

Arta Finance launches AI agents to transform wealth management

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