News, Comment & Analysis results for Archive
Emirates Family Office Association Names Chairman
The organisation was founded at a time when the United Arab Emirates had been building its...
InvestCloud Continues Managed Accounts Platform Growth, Names COO
The APL managed accounts platform of the wealthtech firm powers more than $3 trillion of assets...
Raymond James WM, Charles Stanley Name Interim CEO
UK wealth manager Charles Stanley and Raymond James Wealth Management (RJWM), part of the wider...
What’s New In Investments, Funds? – Van Lanschot Kempen, Quilter, Pantheon, Saxo
The latest news in investment offerings, financial products and other services relevant to wealth...
IQ-EQ Agrees Acquisition In Australia, New Zealand
AMAL Group will, subject to regulatory approval of the transaction, be rebranded under the IQ-EQ...
US-Headquartered CAIS Builds Capital Markets Division
CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...
Who’s Moving Where In Wealth Management? – Lombard Odier, AXA, Johnston Carmichael
The latest moves, appointments and personnel changes among wealth management and related...
Accenture Invests Into Content Engagement Tech Firm
GoUpscale is a firm that works with wealth managers in Asia. It takes traditional materials such as...
Yorkshire County Cricket Club Teams Up With Titan Wealth
Titan Wealth, a vertically-integrated business offering custody, platform, discretionary fund...
Deals Of The Day: The Latest In Wealth Management M&A – Benchmark, Oculus
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Comment & Analysis results for Archive
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