Pendal Group, the parent of UK-based fund manager J O Hambro Capital (JOHCM), has agreed to acquire Virginia-based value investment manager Thompson, Siegel & Walmsley (TSW) in a $320m deal.…
DWS, the asset management arm of the Deutsche Bank, is reportedly carrying out final discussions…
UBS Wealth Management USA has joined forces with Vestmark Advisory Solution to gain access to model portfolio service for zero-fee…
UK-based wealthtech Infinity Circle has selected Zensar Technologies as its design and technology services partner. The companies will collaborate across…
Goldman Sachs has reportedly started offering new bitcoin derivatives to investors to further accelerate its push into the $1 trillion…
Temenos Wealth has been selected by Greece’s Eurobank to enhance wealth management and affluent segment services. Eurobank and Temenos Wealth…
McFaddens & Co has expanded its global footprint by launching its multi-family office operations in UAE. The group provides a suite of investment, wealth management, philanthropic, and lifestyle services. It…
UBS has partnered with AI-driven knowledge-as-a-service platform Lynk to help its institutional clients to improve the integration of expert access into their investment process. The partnership comes as factors such…
UK-based consolidator Independent Wealth Planners (IWP) continues its acquisition spree with the purchase of Professional Wealth Management (PWM). The financial details of the deal were not disclosed. Based in Newcastle,…
Goldman Sachs Group is planning to bring back its US workers to the office from next month as daily Covid-19 cases continue to decline. In an internal memo, Goldman CEO…
Kansas-based Registered Investment Adviser (RIA) Creative Planning has acquired Virginia-based peer Sullivan, Bruyette, Speros & Blayney (SBSB). Established in 1991, SBSB provides financial planning, investment management and tax preparation services…
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