UBS names Lisa Golia as head of US wealth adviser team – report
UBS has appointed Lisa Golia to lead its US wealth management advisers in the field, effective 1 March, according to…
News
One River to acquire team and IP from LGT Capital quant unit
Brooks Macdonald eyes potential M&A despite profit dip in first half
Julius Baer introduces model portfolios for UK advisers
AI wealth tech firm Sherpas raises funds in seed round
BIP Wealth secures investment from Constellation Wealth Capital
Schroders chief says wealth arm will stay after Nuveen deal – report
Pictet to administer Pareto’s Luxembourg UCITS fund
