A firm founded by wealth adviser Michael Leverty has launched as an independent RIA by joining forces with Dynasty Financial Partners. The business is a [...]…
UBS weighs expansion of asset management operations in China
UBS is considering expansion of its China asset management operations after the country liberalised its financial services sector, reported Bloomberg. According to consultancy Z-Ben Advisors, the [...…
Brooks Macdonald stays resilient despite Covid-19-induced turmoil
British wealth manager Brooks Macdonald has withstood Covid-19 headwinds, registering growth in profit, revenue, and FUM. Highlights The firm’s statutory pre-tax profit during the year [...]…
Covid-19: Deutsche Bank allows US staff to work remotely until July 2021
German lender Deutsche Bank asked its New York City staff to continue work from home until July 2021 amid the Covid-19 pandemic, The Wall Street [...]…
Coronavirus timeline: how has it affected financial services?
Here is the definitive timeline exploring coronavirus (COVID-19) from its initial outbreak to today, taking a precise look on its effects on financial services. September [...]…