Bordier & Cie (UK) (Bordier UK), a subsidiary of the Swiss private banking corporation Bordier & Cie, has named Ian Heap as chief executive.
DBS Group has launched a fresh share buyback programme worth SGD3bn ($2.2bn). Shares will be cancelled and bought on the open market as part of the scheme. The buybacks will be conducted at management ...
As part of the arrangement, many CBAM staff members will join SEI’s SWP operations team. To guarantee a successful and seamless transition, SEI and CBAM will collaborate closely. SEI and CBAM will ...
Advanta Solutions has expanded its assets under management (AUM) with the acquisition of UK-based financial advisory services provider City Financial Planning.
AIFMD specialist Matterhorn Reporting Services has been purchased by FE fundinfo, expanding its regulatory reporting capabilities.
LYNQS, Leonteq’s digital investment platform, has launched a Shari’a-compliant structured product offering. After establishing an office in Dubai in 2021, Leonteq has extended its product line to ...
Fresh investment from insurance accounts managed by KKR, an international investment firm, has been obtained by eRESI Capital ...
A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...
Based on a recent study from the Saltus Wealth Index, high net worth individuals (HNWIs) are more inclined to have tried alternative medicines, engaged a personal trainer, or practiced yoga in the ...
Focus Financial Partners has agreed to acquire Homan Wealth Advisors, an independent firm based in Omaha, Nebraska.
Broadridge Financial Solutions has completed the acquisition of Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform.
B. Riley Financial has signed an agreement to sell a segment of its wealth management business to US-based Stifel Financial.