The winners of the 36th annual PBI Global Wealth Awards have been announced, with this year’s results highlighting the growing emphasis on measurable outcomes across private banking and wealth ...
Schroders shares were officially delisted from the London Stock Exchange. Credit: Piotr Swat/ Shutterstock.com. Nuveen has completed its £9.9bn ($13.4bn) acquisition of Schroders, creating an ...
A dedicated registration portal for retail clients is scheduled to open shortly. Credit: sdx15/ Shutterstock.com. Goldman Sachs has introduced a scheme designed to simplify how retail stockholders ...
DTCC and iCapital will also examine the use of current and emerging technologies in alternative investments. Credit: FON’s Fasai/ Shutterstock.com. The Depository Trust & Clearing Corporation (DTCC) ...
NCM operates from Edinburgh, London, Jersey, and Guernsey. Credit: Alicia97/ Shutterstock.com. Standish Management has agreed to acquire NCM Fund Services, which provides fund administration for ...
The transaction is scheduled to conclude in the fourth quarter and will mark an exit for Summit Partners. Credit: Mameraman/ Shutterstock.com. Wealth Enhancement has agreed to purchase wealth ...
Swiss financial watchdog FINMA has concluded an enforcement action against Julius Baer, determining the bank committed “serious” breaches of regulatory provisions concerning money-laundering ...
Jeff Kellogg. Credit: CNW Group/Manulife Wealth & Asset Management. Manulife Wealth & Asset Management (WAM) has named Jeffrey M. Kellogg as Head of Global Investment Products. Kellogg is set to run ...
MAS has set aside S$20m from the Financial Sector Development Fund for a new GEMS Market Making Grant. Credit: mimisim/ Shutterstock.com. The Monetary Authority of Singapore (MAS) has selected five ...
Fintech provider SS&C Technologies has rolled out the latest version of its investment accounting and asset servicing software HiPortfolio. HiPortfolio has been designed to facilitate the investment ...
KKP will gain access to Goldman Sachs Asset Management’s worldwide market perspectives. Credit: ioda/Shutterstock. Kiatnakin Phatra Financial Group (KKP) has announced a collaboration with Goldman ...