Oceanic Capital Management merges with Douglas J Lyons Financial Group
Oceanic Capital Management (OCM) and Douglas J Lyons Financial Group, both New Jersey-based registered investment advisory businesses, have merged operations.…
Month: October 2017
Eaton Partners launches New York office
Eaton Partners, a placement agent and adviser to alternative investment firms, has opened a new office in New York City.…
MAS unveils transformation roadmap for financial services
The Monetary Authority of Singapore (MAS) has revealed an industry transformation map (ITM) for financial services, which includes plans to…
Stifel Financial to take over Ziegler Wealth Management
Missouri-based Stifel Financial has agreed to acquire Ziegler Wealth Management, the Illinois-based wealth management arm of B.C. Ziegler & Company…
HSBC to move fewer jobs than expected out of UK
British banking group HSBC has said that it might shift less than the previously announced 1,000 jobs out of London…
Global wealth AuM to surge to $145.4 trillion by 2025: PwC report
Global assets under management (AuM) in the asset and wealth management sectors are expected to almost double from $84.9trn in…
Steve Klemme to lead Barclays’ Middle East private banking
Barclays has appointed Steve Klemme as head of Middle East in Private Bank & Overseas Services. With over 30 years’…
ByCredit Suisse, RavenPack team up to launch AI sentiment index
Credit Suisse has collaborated with fintech firm RavenPack to launch a sentiment index that will be driven by artificial intelligence…