01/26/2022
Two Swiss Wealth Boutiques Merge
The integration of Pentagram Wealth Management in the Woodman group is a unique opportunity for further growth in a competitive environment
01/26/2022
Kingswood buys South Yorkshire IFA
This will make client transition as smooth as possible and enable me to continue to oversee my clients' best interests for the future.
01/25/2022
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
01/25/2022
Wise Alpha forges strategic partnership with UK-based Fintec
WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.
01/25/2022
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/25/2022
The financial results are still subject to detailed finalization and review.
01/25/2022
The parties welcome this opportunity to embark on the next chapter in their growth story.
01/25/2022
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
01/25/2022
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/25/2022
Both companies featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2021.
01/25/2022
A look at the major movers on the London market on Tuesday
01/25/2022
The segment will deliver wealth management insights, inclusive investment solutions for investors who want to use their wealth to drive inclusion efforts, and advice to multicultural investors and their allies.
01/24/2022
Neither boutique firm disclosed financial details of the transaction, which closed on Friday.
01/24/2022
His career to date demonstrates both the central role Switzerland plays in the finance and raw materials sectors, and the vitality of West Africa's banking sector
01/24/2022
It isn't clear whether UBS still owes him the share payout, as Lehmann moved from an executive to a board role.
01/24/2022
Canadian group’s move comes after funds employing a multi-strategy approach have thrived during the pandemic
01/24/2022
The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.
01/24/2022
Credit Suisse will still enable more flexible work models for some of its staff, the newswire reported.
01/24/2022
While its interest income was stable, it benefited from a ten percent fillip in commissions and fees, which make for a weightier share of its income.
01/24/2022
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.