Truinvest swoops on two financial planning firms
Truinvest, a UK-based financial services firm established by former Mattioli Woods executives Mark Smith and Micky Johal last year, has…
Truinvest, a UK-based financial services firm established by former Mattioli Woods executives Mark Smith and Micky Johal last year, has…
Investment manager Ravenscroft has agreed to acquire WH Ireland’s Isle of Man subsidiary. Under the agreement, Ravenscroft will buy 100%…
Retirement services provider Empower Retirement has agreed to buy wealth manager Personal Capital in a transaction worth up to $1bn.…
China has announced plans to introduce a pilot programme to enable cross-border investment in wealth management products (WMPs) between Hong…
Nomura Securities, a unit of Japanese brokerage Nomura, has partnered with software firm Money Forward to roll out its new…
Italy’s Generali has shown interest in buying US asset manager Brightsphere Investment Group, reported Reuters. Brightsphere, a Boston-based holding firm…
UBS Asset Management has unveiled a global corporate bond ETF, which will utilise an ESG filter to integrate sustainability into…
National Australia Bank (NAB) has appointed Andrew Irvine as the group executive of its business & private banking unit, effective…