News, Comment & Analysis results for Archive

M and A
16 April 2025

IQ-EQ Agrees Acquisition In Australia, New Zealand

AMAL Group will, subject to regulatory approval of the transaction, be rebranded under the IQ-EQ...

Alt Investments
16 April 2025

US-Headquartered CAIS Builds Capital Markets Division

CAIS is is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened...

People Moves
16 April 2025

Who’s Moving Where In Wealth Management? – Lombard Odier, AXA, Johnston Carmichael

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

Technology
15 April 2025

Accenture Invests Into Content Engagement Tech Firm

GoUpscale is a firm that works with wealth managers in Asia. It takes traditional materials such as...

Client Affairs
15 April 2025

Yorkshire County Cricket Club Teams Up With Titan Wealth

Titan Wealth, a vertically-integrated business offering custody, platform, discretionary fund...

M and A
15 April 2025

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. ...

Investment Strategies
15 April 2025

Financial Advisors Lean Into Private Markets Despite Challenges

The Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private...

New Products
15 April 2025

Standard Chartered Targets Sport's Investment Charms

Standard Chartered unveils sports investing opportunities for high net worth clients. ...

Technology
15 April 2025

Moody's New Platform Creates "Single Pane Of Glass" Risk View

With risks changing constantly, financial market players such as wealth managers need to have a...

M and A
14 April 2025

Oak Group Acquires Bahamian Trust Company

The integration will begin immediately, with no change to the service that Amber clients...

Comment & Analysis results for Archive