Wells Fargo switches to in-house proxy voting system
Financial Services
Titan Wealth moves to buy Plymouth adviser Sound Financial Management
Titan Wealth said the acquisition would increase its regional presence and enhances its proposition.
Alternative investment platform Gridline secures $18.5m in Series A
BNY reshuffles executive team to streamline wealth and markets divisions
AI advisory firm Zocks lands $45m Series B investment
EFG enters all-cash deal to buy Quilvest Switzerland
Deutsche Börse to acquire Allfunds in €5.3bn transaction
