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The Charles Schwab Corporation to acquire TD Ameritrade

Mon, 25/11/2019 - 15:58

The Charles Schwab Corporation (Schwab) is to acquire TD Ameritrade Holding Corporation (TD Ameritrade) in an all-stock transaction valued at approximately USD26 billion. »

Taras Rybak, Wealthinity

Wealthinity offers democratisation for smaller wealth managers

Mon, 25/11/2019 - 14:41

A new spinoff from institutional asset management firm Fusion Asset Management, Wealthinity, is aimed at small to medium-size private banks and wealth management firms offering access to a range of pre-built, high-performing investment portfolios through a web-based portfolio construction tool. »

Saranac Partners boosts Private Capital Team

Mon, 25/11/2019 - 10:44

Saranac Partners, a Private Office based in St James’s, has appointed Alexis Weber to its Private Capital team as a Private Markets Specialist. »

Mirabuad launches Abu Dhabi subsidiary

Mon, 25/11/2019 - 10:10

Swiss private banking group Mirabaud, in partnership with SBK Holding, the Holding Company of Dr Sheikh Sultan Bin Khalifa Bin Zayed Al Nahyan, Advisor to the President of UAE, has launched a subsidiary in Abu Dhabi. »

PURE Insurance appoints Chief Growth Officer

Mon, 25/11/2019 - 09:46

The PURE Group of Insurance Companies (the PURE Group), which includes Privilege Underwriters Reciprocal Exchange (PURE), a policyholder-owned property and casualty insurer designed for high net worth individuals and families, has appointed Jerry Hourihan as Senior Vice President, Chief Growth Officer. »

Abbey Capital names new CEO

Mon, 25/11/2019 - 09:42

Multi-manager CTA funds specialist Abbey Capital has promoted Mick Swift to Chief Executive Officer at the company. »

Carlyle’s ex Head of UK joins room2 to support growth of UK’s first hometel brand

Fri, 22/11/2019 - 09:55

room2, the UK’s first hometel brand, has appointed Mark Harris, the former Head of UK & Ireland and Managing Director at The Carlyle Group, as Strategic Investment Partner.   »

Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution

Fri, 22/11/2019 - 09:23

Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platform. »

Chris Kirk, Wellington

Wellington Management partners with Artivest

Fri, 22/11/2019 - 09:15

Wellington Management, a USD1.1 trillion global asset manager, has chosen Artivest's open-architecture digital platform to help provide financial advisors and qualified high-net-worth investors access to its alternative strategies. »

London Stock Exchange and PrimaryBid sign commercial agreement to broaden access to equity offerings

Fri, 22/11/2019 - 09:12

PrimaryBid, an online investment platform connecting publicly listed companies with individual investors for share offerings, has formed a new strategic commercial venture with London Stock Exchange. »

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