Wealthspire Advisors snaps up Sage Financial Advisors in Nevada
Wealthspire Advisors has brokered a deal to acquire Nevada-based wealth management firm Sage Financial Advisors. The acquired firm, which…
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Estancia makes strategic investment in InvestorCOM
Estancia Capital Partners, a specialist private equity firm, has concluded a strategic investment in InvestorCOM, which offers software and tech-driven…
Deutsche Bank sharpens focus on Latin American business
Deutsche Bank is expanding its workforce and moving capital into Latin America as it expects the profits in the region…
Northern Trust partners Saphyre on clients onboarding automation
Northern Trust and Saphyre have developed a solution to automate the process of account opening for the investment management customers…
Goldman Sachs relocates trading team to Milan from London amid Brexit
Goldman Sachs Group is looking to transfer parts of its euro swaps trading team to Milan from London as the…
AZ NGA acquires stake in Australia’s SCM Financial Group
AZ Next Generation Advisory (AZ NGA), which offers professional services advisory, has purchased a stake in SCM Financial Group (SCM).…
Regions Bank rolls out new group for investment professionals
Regions Bank, a unit of Regions Financial, has introduced a new group to provide its investment professionals with investment strategy…
Safra New York to snap up Delta National Bank and Trust
Safra New York Corporation, the parent entity of Safra National Bank of New York, has reached a definitive deal to…