Fidelity signs up to ‘fintech pledge’
Global investment firm Fidelity International has become the first asset manager to commit to the Fintech Pledge, an initiative supported by HM Treasury and Tech Nation. The pledge aims to provide…
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Brooks Macdonald names investment director within AIM portfolio service
Brooks Macdonald has named Ling Au-Yeung as investment director within its AIM portfolio service. Au-Yeung…
JPMorgan to hire over 500 advisers to bolster wealth management arm
JPMorgan Chase is reportedly planning to hire over 500 financial advisers in the next five to seven years as part…
Cazenove Capital expands regional presence with new hire and relocation
UK-based wealth management business Cazenove Capital has appointed James Burley as a portfolio director in Edinburgh. James has over 14…
New York Private Bank & Trust invests in Gerber Taylor
New York Private Bank & Trust (NYPB&T) has made a minority investment in multi-asset class investment management and advisory firm…
Simon rakes in $100m to bolster digital wealth management platform
Wealth management platform Simon Markets, which spun out of Goldman Sachs in 2018, has closed the first tranche of a…
Top 10 global M&A legal advisers in South & Central America for H1 2021 revealed
GlobalData, a leading data and analytics company, has revealed its global league tables for top 10 legal advisers in South & Central America by value and volume for H1 2021…
Top 10 global M&A financial advisers in South & Central America for H1 2021 revealed
GlobalData, a leading data and analytics company, has revealed its global league tables for top 10 financial advisers in South & Central America by value and volume for H1 2021…
Wren Sterling secures majority investment from Lightyear Capital
British advisory firm Wren Sterling has secured a majority investment from investment funds affiliated with Lightyear Capital. Size and other terms of the deal have not been made public. The…
Robeco strengthens ESG commitment by expanding Singapore team
International asset manager Robeco has announced plans to scale its business in Singapore and advance environmental, social and governance (ESG) capabilities in Asia. This includes expanding its range of sustainable…
Julius Baer H1 net profit surges 23% to $658m
Swiss private bank Julius Baer has reported record-high net profit driven by strong growth in assets under management (AuM) and notable improvement in cost efficiency in the first half of…
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