OneDigital Investment Advisors takes over Fulcrum Partners
OneDigital Investment Advisors, part of strategic advisory firm OneDigital, has bought the assets of executive benefits consultancy Fulcrum Partners. With the deal,…
Month: January 2021
Sundaram Asset Management to acquire Principal AMC
Sundaram Asset Management Company in India is set to acquire the asset management businesses of Principal Asset Management for nearly…
Australian wealth manager Ord Minnett opens new office
Australian wealth management group Ord Minnett has opened a new office in the island state of Tasmania as part of…
Switzerland’s EFG International gets regulatory nod to bolster Cyprus presence
Zurich-based private bank EFG International has enhanced its presence in Cyprus as part of its strategy to focus on geographies…
Hamilton Lane to acquire Denver-based boutique alternative asset manager
US-based investment management firm Hamilton Lane is set to acquire Denver-based boutique alternative asset management firm 361 Capital. The financial…
Societe Generale picks Azqore for information systems and back office
Societe Generale has selected Azqore, a part of Indosuez Wealth Management, to manage IT systems and back office operations outside…
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Schroders extends alliance with Temenos to automate advisory business
Schroders Wealth Management in Switzerland has extended its partnership with banking software firm Temenos to automate and enhance its advisory…
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Atria Wealth Solutions to take over California wealth manager SCF Securities
Atria Wealth Solutions, a New York City-based multi-channel wealth management solutions holding company, has agreed to buy California-based independent wealth…
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