FNZ’s clients, including Aberdeen Group, Aviva, FirstCape, Ninety One and Nucleus Financial Platforms, also participated in the financing. Credit: Mer_Studio/Shutterstock.com. UK-based financial ...
Morgan Stanley has integrated Corastone, a transaction-processing platform backed by KKR & Co., into its wealth management ...
The British lender is planning to reopen an office in Geneva by 2027. Credit: Alex Yeung/Shutterstock.com. Standard Chartered is reportedly planning to reestablish a private banking operation in ...
US-based Charles Schwab has signed an agreement to acquire Forge Global Holdings in a transaction worth around $660m.
If you’ve attended any finance panels recently or glanced at the latest fund launches, you’ve probably heard about tokenisation, as it’s everywhere these days. And with good reason: more than $34 ...
The combined operation oversees more than £135bn in assets. Credit: T. Schneider/ Sutterstock.com. Great-West Lifeco, an international holding company known for its Canada Life and Irish Life brands, ...
Millennium Management has reportedly sold a minority stake representing around 15% to a group of investors in a deal valued ...
The acquisition is part of Wealthspire’s plan to work with advisory teams that prioritise long-term client relationships and customised financial planning. Credit: PreciousJ/ Shutterstock.com.
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals and families. Credit: chaylek/Shutterstock.com. Dakota Wealth Management has acquired Lokken ...
The chief market strategist will collaborate with recently appointed chief investment officer Joel Houck and deputy CIO Ford Donohue. Credit: Chay_Tee/Shutterstock.com. US-based registered investment ...
Contengo’s technology gathers transaction and client information from adviser platforms and back-office systems. Credit: pixadot.studio/ShutterContengo’s ...
US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned ...
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