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Carey Olsen teams up with Global Legal Insight on first edition of Blockchain & Cryptocurrency Regulation

Fri, 19/10/2018 - 19:11

A cross-jurisdictional team of lawyers from Carey Olsen have contributed to Global Legal Insight's first edition of Blockchain & Cryptocurrency Regulation. »

Claire Dobie, Alliance Trust

Pioneering approach leads to profitable changes for Alliance Trust

Fri, 19/10/2018 - 12:51

Alliance Trust is one of the oldest investment trusts, founded 130 years ago to support pioneer farmers in Oregon and that pioneering spirit continues with its recent changes. It has a market capitalisation of GBP2.6 billion. »

Bingham, Osborn & Scarborough (B|O|S) regains ownership from Boston Private

Fri, 19/10/2018 - 10:45

Bingham, Osborn & Scarborough (B|O|S), a Bay Area wealth advisory firm, is buying back a majority ownership stake in the company from Boston Private Financial Holdings, a wealth management, trust and private banking company.  »

Benjamin F Edwards & Co adds more than USD1bn in AUM

Fri, 19/10/2018 - 10:42

St Louis-based financial services firm Benjamin F Edwards & Co has added a total of 14 financial advisors, which collectively bring nearly USD1.2 billion in assets under management (AUM) to the company. »

Vontobel and Lombard Odier form strategic wealth management partnership for North America

Fri, 19/10/2018 - 10:33

Vontobel and Lombard Odier have announced a new strategic wealth management partnership for international US-based private clients. »

Bridgeweave launches AI-powered Investment Insights platform

Fri, 19/10/2018 - 10:19

Bridgeweave has launched Investment Insights, a new fintech product that has the potential to democratise investing by providing AI-powered trading insights to investors who want to participate in the stock market. »

MobiKwik acquires Clearfunds

Fri, 19/10/2018 - 10:08

MobiKwik, a full-stack fintech platform, has entered the wealth management business with the acquisition of Clearfunds, an online wealth management platform, based in Mumbai. »

Kamal Jafarnia, Artivest

Artivest appoints General Counsel and Chief Compliance Officer

Fri, 19/10/2018 - 10:06

Artivest, a provider of alternative funds and technology solutions, has appointed Kamal Jafarnia as General Counsel and Chief Compliance Officer. »

PGIM Investments expands ETF platform with new QMA active equity strategies

Fri, 19/10/2018 - 09:33

PGIM Investments has launched the first of four actively managed equity exchange traded funds that it plans to roll out in 2018, expanding the platform from the two actively managed fixed income ETFs launched earlier this year. »

JP Morgan Asset Management launches Ultra-Short Municipal ETF

Fri, 19/10/2018 - 09:29

JP Morgan Asset Management has launched the JP Morgan Ultra-Short Municipal ETF (JMST), an actively managed fixed-income ETF that focuses on tax-exempt yield and invests in municipal securities with less interest rate sensitivity. »

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