Capital is working with Anthropic as it seeks to use AI to support client experience linked to alternatives, structured investments and annuities on its platform.

Ashish Gumashta, former India CEO at Julius Baer, has co-founded a new wealth management and business advisory firm, Veriqus Partners, along with fund manager Roshi Jain, Moneycontrol has reported.

SBI Holdings is preparing to set up a joint venture with State Street Investment Management to launch investment trusts in Japan.

Lazard CL will work alongside Lazard’s M&A and broader advisory operations. Credit: Shutterstock AI/Shutterstock.com Investment bank Lazard has agreed to acquire private equity advisory firm Campbell ...