Rothschild & Co. has founded a wealth management office in Dubai which provides independent investment advice.
Swiss banking giant UBS is reportedly seeking wider permit in the US, a market which it considers as important for growth.
The proposed spin-out seeks to create a new, independent company separate from Goldman Sachs. Credit: ioda/Shutterstock.
Westwood clients will gain access to OneVest’s modern portal and a branded mobile app. Credit: Sakonboon Sansri/Shutterstock. OneVest has signed a strategic partnership with Westwood Wealth Management ...
SEI and Brown Advisory have selected the Advisors' Inner Circle Fund series trust to launch the Brown Advisory Flexible ...
French asset manager Amundi has acquired Aixigo, a German software solutions provider for financial institutions, in a €149m ...
L&G targets operating profits between £500m and £600m by 2028 for its asset management business. Credit: Dreaming ...
US-based Dynasty Financial Partners has launched its Model Select programme, an initiative to assist independent registered ...
Xapo Bank is offering a Bitcoin Beneficiary Solution for Safe Legacy Administration. The beneficiary’s solution, which allows ...
EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...
ESG is an increasingly crucial consideration for insurers. Smart data management is essential to proving ESG credentials.