New York
Cerity to merge with New York financial advisory firm Graypoint
Cerity Partners, a US-based independent wealth manager, has revealed plans to merge with Graypoint, a financial advisory firm located in…
Russia’s RenCap winds up offices in London, New York and Johannesburg
Understand the impact of the Ukraine conflict from a cross-sector perspective with the Global Data Executive Briefing: Ukraine Conflict. Moscow-based investment…
Boston Private, KLS Professional Advisors merge operations
Boston Private has wrapped up the integration of its subsidiary KLS Professional Advisors Group with Boston Private Wealth. The merged…
Brexit enables New York to overtake London as world’s top financial centre
New York has surpassed London to regain the position of the world’s leading financial centre, triggered by uncertainties related to…
Digital wealth manager buys Athena Art Finance
YieldStreet, a digital wealth platform with the backing of investor George Soros, has bought Athena Art Finance for around $170m,…
EFG Hermes establishes New York branch
Egyptian investment bank EFG Hermes has expanded its global footprint by opening an office in New York. The company has…
Robo-advisor Betterment raises additional $70m in funding
New York-based online financial advisor Betterment has raised an additional $70m in funding to continue to grow its business and…
Vontobel sets up new office in New York
Vontobel Swiss Wealth Advisors (VSWA), a unit of Vontobel Wealth Management offering diversified wealth management solutions to American and Canadian…
New York City suspends business ties with Wells Fargo
New York City mayor Bill de Blasio and comptroller Scott Stringer has decided to suspend dealings with Wells Fargo owing…
Deutsche Bank sets up innovation lab in New York City
German banking major Deutsche Bank has launched an innovation lab in Lower Manhattan’s Fulton Center in New York City.The lab…
Harvest Global Investments bolsters sales and marketing teams
Harvest Global Investments (HGI), the Chinese and Asian markets specialist asset manager, has strengthened its sales and marketing teams with…
Citi Private Bank strengthens Latin America team
Citi Private Bank has appointed Nicolas Schmidt-Urzua as the managing director and head of the multi-asset trading & advisory team…
UBS Asset Management appoints sustainable and impact investing head
UBS Asset Management (UBS AM) has appointed Michael Baldinger to the newly created role of head of sustainable and impact…
Man GLG hires new head of emerging market debt strategies
Man GLG, the discretionary investment management unit of Man Group, has appointed Guillermo Osses as the new head of emerging…
Citi Private Bank appoints new global market manager for New York
Citi Private Bank has appointed Ida Liu, its North America Asian Clients Group head, as its new global market manager…