Sanctuary Wealth picks stake in GoalPath Solutions
Sanctuary Wealth has acquired a minority stake in Kansas-based GoalPath Solutions as part of its strategic investment in the firm.…
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State Street and FactSet partner to streamline data flows
State Street has struck a strategic partnership with financial data and software firm FactSet to streamline data flows across the…
First Trust brokers deal to take over direct indexing firm Veriti
First Trust Capital Partners (FTCP) has struck a deal to acquire direct indexing asset management and financial technology company Veriti…
BNY Mellon appoints new chief financial officer
The Bank of New York Mellon Corporation (BNY Mellon) has named Goldman Sachs-veteran Dermot McDonogh as the new chief financial…
WA Asset Management acquires BT Wealth to bolster Georgia footprint
WA Asset Management (WAAM), a fee-only registered investment adviser (RIA) that serves high-net-worth (HNW) individuals, has acquired BT Wealth Management…
Numis Securities sets up new office in Dublin
City of London investment bank Numis Securities has set up an office in Dublin after obtaining necessary regulatory approval from…
Amundi, JP Morgan eyes takeover of KBank’s asset management arm
French asset manager Amundi and JP Morgan’s asset management unit are weighing bids for the asset management business of Thailand-based…
Credit Suisse appoints new private banking head in Switzerland
Credit Suisse has named Roger Suter as the new head of its private banking unit in Switzerland, effective 1 August…