News results for pershing

People Moves
7 April 2021

Summary Of Global Executive Moves In Global Wealth Management - February 2021

The latest roundup of executive moves in global wealth management. ...

Investment Strategies
3 March 2021

What To Make Of "Blank Cheque" Fundraising Surge

The SPAC sector has expanded so rapidly in the past year or so that it has caught attention in some...

18 February 2021

Wealth Sector Braces For COVID-Hit World - What To Watch For

There is no part of a wealth management business that is entirely recession-proof. The key is to...

People Moves
20 October 2020

Summary Of Global Executive Moves In Wealth Management - August 2020

A roundup of senior moves in the world's wealth management industry. ...

14 October 2020

EXCLUSIVE: Winners Of WealthBriefing European Awards 2020

This news service announces the winners of this year's European industry awards from...

Family Office
17 March 2020

Family Offices: Exploring Trends, Challenges

This news service is producing a series of articles exploring aspects of the family offices sector....

People Moves
2 March 2020

Summary Of Global Executive Moves In Global Wealth Management - December 2019

A roundup of moves in the global wealth management sector in the final month of 2019. ...

5 February 2020

EXCLUSIVE: Shortlist Of Potential Winners For WealthBriefing European Awards 2020

Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on...

People Moves
3 December 2019

Who's Moving Where In Wealth Management? - Payne Hicks Beach, Tritax, Others

The latest senior executive moves in wealth management for the Europe, Middle East and Africa...

M and A
13 November 2019

Firms Agree To Build US Wealth Industry Powerhouse

The purchase of one US wealth firm by another will, if approved, build one of the largest such...

Comment & Analysis results for pershing

Company Profiles
12 April 2018

How Fintechs Are Positioning For The Future

The Switzerland-headquartered firm talks about fighting fraud and other challenges. This is the...

8 February 2018

EXCLUSIVE: Wealth Management Apps Below Par, Say Rich Millennials

The study, exclusively revealed by this publication, examines views in the UK, US, France, Germany,...

16 May 2014

EXCLUSIVE: Winners Of WealthBriefing European Awards 2014

Outstanding practitioners were honoured last night at the WealthBriefing European Awards 2014 event...

5 September 2013

Pershing CEO Says UK Is Testing Ground For New Wealth Business Models

The CEO of Pershing - part of BNY Mellon - recently shared his thoughts about the evolving shape of...

Market Research
26 June 2013

US States Lack Women Financial Advisors Where They Are Needed Most - New Data

The presence of women financial advisors does not match current market potential represented by...

People Moves
9 January 2013

Summary Of Global Executive Moves In Wealth Management - December 2012

The pace of moves in the global wealth industry remained brisk in December. Perhaps the biggest...

Client Affairs
11 February 2009

Are Managers Handling Hedge Fund Redemptions Fairly?

With so many investors trying to pull out of hedge funds, the managers of these investment pools...

People Moves
5 January 2009

Executive Moves December 2008


People Moves
3 November 2008

Executive Moves-October 2008

The global financial slowdown does not to have had an effect on wealth management hiring around the...

6 August 2008

Schwab’s Pure Independent Play Leads to US Family Office Goldmine

As bad mortgage bets continue to untangle some of Wall Street’s most complex money making...