MAI Capital buys Atlanta RIA Waypoint Wealth Counsel
Financial Services
Barclays names Mike Joo and Adeel Khan investment bank co-CEOs
Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.
The Wealth Company introduces GIFT City fund of fund for NRIs
Citigroup names Adam Clark wealth planning head
IOL Privé wealth platform debuts in Uruguay with DriveWealth tech
Clifton Asset Management appoints Edward Ellis as CFO
Osiris forays into Guernsey fiduciary market
