01/25/2022
Envestnet Takes Stake In Sallie Krawcheck's Ellevest
Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.
Wealth and Asset Management
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
Lenox Wealth Advisors to Integrate with Wealthspire Advisors
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share
01/25/2022
Credit Suisse Warns on Fourth Quarter
The financial results are still subject to detailed finalization and review.
01/25/2022
Swiss Private Bank Buys Rival's Wealth Unit
The parties welcome this opportunity to embark on the next chapter in their growth story.
01/25/2022
Bank Julius Baer joins the OpenWealth Association
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
Kakou Technologies: The B Corp Engineering change through community
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
Exclusive: Zug and Lugano IAMs to merge
Both companies featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2021.
01/25/2022
Ten Lifestyle boosted by UK wealth management deal
A look at the major movers on the London market on Tuesday
01/25/2022
UBS Launches Reimagined Wealth Management Experience for Multicultural Investors
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
Swiss Wealth Boutique Snaps Up Rival
Neither boutique firm disclosed financial details of the transaction, which closed on Friday.
01/24/2022
The Swiss banker managing Senegal's first private bank
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
New Credit Suisse Overseer's Links to UBS
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
Brookfield expands hedge fund business into Europe
Canadian group’s move comes after funds employing a multi-strategy approach have thrived during the pandemic
01/24/2022
Schroders and Nexus develop tech-based fund accounting
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 Wants Some Staff Back at Desks
Credit Suisse will still enable more flexible work models for some of its staff, the newswire reported.
01/24/2022
Swiss Private Bank Posts Bumper Profits
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
RBC Wealth Draws $327M Practice from JPMorgan
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.
01/23/2022
Credit Suisse’s António Horta-Osório learns the rules aren’t just for the little people
The taxpayer’s 43 per cent stake had been sold off and Horta-Osório had bounced back from personal issues
01/21/2022
Zoe Announces Their Partnership with Exencial Wealth Advisors
Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.