Brooks Macdonald has named Ling Au-Yeung as investment director within its AIM portfolio service. Au-Yeung will report to head of the AIM portfolio service, Ewan Millar. She will be responsible…
JPMorgan Chase is reportedly planning to hire over 500 financial advisers in the next five…
UK-based wealth management business Cazenove Capital has appointed James Burley as a portfolio director in Edinburgh. James has over 14…
Swiss private bank Julius Baer has reported record-high net profit driven by strong growth in assets under management (AuM) and…
BNY Mellon has appointed Akash Shah to the newly created role of chief growth officer, effective immediately. Shah, who was…
InvestCloud, a tech company who create digital platforms for financial services, has been selected by BNP Paribas to provide Client…
Multi-family office Stonehage Fleming has taken over the private client services business of Maitland, a privately owned global advisory, administration, and family office firm. Subject to regulatory approval, the Maitland…
JP Morgan has reportedly hired UBS executive Reinout Boettcher as vice chair of EMEA investment banking in Zurich. Boettcher will report to JP Morgan EMEA Investment Banking co-heads Dorothee Blessing…
Italian fintech Fabrick, a firm focusing on Open Finance, and consulting, software, and research company Prometeia have launched Global Investment Portfolio, a digital wealth management solution. The solution utilises artificial…
Nasdaq has partnered with SVB Financial Group (SVB), Citi, Goldman Sachs, and Morgan Stanley to set up a separate platform for trading stocks of private companies. The joint venture will…
UBS has registered a 63% year-on-year jump in Q2 2021 net profit, largely driven by its wealth management business. Key group metrics Net profit for the three months to June…
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