One River to acquire team and IP from LGT Capital quant unit
Wealth Management & Private Banking
UBS names Lisa Golia as head of US wealth adviser team – report
Golia steps into this role after two years as chief operating officer for the division.
Julius Baer introduces model portfolios for UK advisers
AI wealth tech firm Sherpas raises funds in seed round
BIP Wealth secures investment from Constellation Wealth Capital
Schroders chief says wealth arm will stay after Nuveen deal – report
Pictet to administer Pareto’s Luxembourg UCITS fund
