News, Comment & Analysis results for Archive

Offshore
13 September 2024

Luma Financial Technologies Opens Lisbon Office

The US-headquartered business said Europe is a "strategic priority." A number of international...

Investment Strategies
13 September 2024

EXCLUSIVE: abrdn Optimistic About Asian Tech Stocks, Despite US Sell-Off

Yoojeong Oh, investment director at abrdn, an investment manager, shares her insights on the...

Technology
13 September 2024

Digital Digest: The Latest Tech News – Wecan Group, Union Bancaire Privée

The latest technology news in the wealth management sector from around the world. ...

M and A
12 September 2024

Canaccord Genuity Agrees To Buy Brooks Macdonald's International Business

In a wealth management industry that has seen its share of M&A action, this is another turn on the...

Compliance
12 September 2024

Compliance Corner: IQ-EQ, Cayman Islands, PGIM

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Investment Strategies
12 September 2024

EXCLUSIVE: Franklin Templeton Optimistic About Fixed Income, Green Bonds

David Zahn, head of European fixed income at Franklin Templeton, believes that now is a good time...

People Moves
12 September 2024

Leadership Changes Across Northern Trust

Leadership roles in family office, asset servicing and wealth management are in the mix of changes...

Strategy
12 September 2024

Arta Finance Obtains Investment Boost, Plots International Growth

The US RIA, which has also pushed into the Singapore market, says it is using digital tech to...

People Moves
12 September 2024

Who’s Moving Where In Wealth Management? – JTC, Progeny, Amundi

The latest moves, appointments and personnel changes among wealth management and related...

M and A
12 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Zedra, Blackstones

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for Archive