Wealth | Wealth Adviser

UBS La Maison de Gestion selects Axioma’s Multi-Asset Class Risk System

Tue, 18/12/2018 - 09:45

French investment management boutique UBS La Maison de Gestion is to deploy Axioma Risk, a cloud-based multi-asset class risk system offering both analytics and data in a single platform, as its enterprise-wide risk management solution. »

Catella and Söderberg & Partners form strategic partnership

Wed, 12/12/2018 - 09:00

Catella Bank SA, a subsidiary to Catella AB, is to divest 51 per cent of its Wealth Management operations in Sweden to Söderberg & Partners for approximately SEK36 million. »

InvestCloud survey finds investment management industry falling short on digital offering

Tue, 11/12/2018 - 10:25

A new survey from Global fintech firm InvestCloud finds that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK. »

point launches FX solution for wealth managers

Mon, 10/12/2018 - 09:28

pointgroup (point) has entered the FX marketplace with a new digital foreign currency exchange and international payments platform, edgeFX. »

Pareto Financial Planning ramps up adviser programme

Fri, 07/12/2018 - 18:12

Pareto Financial Planning is expanding its in-house training programme to help up-and-coming advisers accelerate their careers. »

Truman Wealth Advisors joins Equita platform

Wed, 05/12/2018 - 10:03

Truman Wealth Advisors of Columbia, Missouri, led by Mindy McCubbin, has joined the Equita Financial Network, a recently launched network of independent, women-led financial planning firms. »

Berkeley Alexander launches new range of compliance proof add-ons for intermediaries

Wed, 05/12/2018 - 09:44

General insurance provider, Berkeley Alexander, has added a new range of add-on insurance covers to its online quote portal. »

Northern Trust expands newly launched alts platform to include private markets

Tue, 04/12/2018 - 10:12

Northern Trust has added private market capabilities to supplement the recently launched ArcLine Alternatives platform for the firm’s wealth management clients. »

TD launches specialised wealth management and business banking service for health care professionals

Mon, 03/12/2018 - 20:41

TD Bank Group (TD) has launched the TD Wealth Management for Health Care Practitioners service – a wealth management program supported by a team of dedicated senior private bankers, specialised investment managers, financial planners and commercial lending specialists with a deep understanding of the unique financial needs and challenges faced by those dedicated to caring for others. »

Northern Capital Management joins Kovitz Investment Group

Tue, 27/11/2018 - 08:32

Focus Financial Partners Inc. (Focus) (NASDAQ: FOCS), a leading partnership of independent, fiduciary wealth management firms, today announced that Northern Capital Management (NCM), an investment management firm, is to join Kovitz Investment Group (Kovitz). »