Aurum Capital unveils AI-driven quantitative wealth advisory platform
Wealth Management & Private Banking
UBS warns Swiss capital plan risks competitiveness and shareholder value
The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.
Cerity Partners merges with SOL Capital Management
Apex and Allfunds partner on offshore investment access
JPMorgan abandons proxy advisers and turns to AI
Mercer expands in US with purchase of two wealth management firms
EP Wealth adds Capital Insight Partners to network
