Financial technology business Iress has acquired O&M Systems, a provider of pension and investment data and comparison tools to financial advisers.
Modern Capital, a diversified financial services firm, is to acquire Western Equity Group, an SEC Registered and FINRA member Broker-Dealer.
Blucora, a provider of tax-smart financial solutions, has appointed Mimi Carsley as interim Chief Financial Officer.
New research among financial advisers and wealth managers commissioned by TIME Investments, which specialises in infrastructure, long income property and other asset-backed investments, shows that renewable energy is the number one real asset investment.
Independent wealth management group James Hambro & Partners (JH&P) has selected global FinTech firm InvestCloud to support a digital transformation of the way it communicates to clients.
Investors are likely to see a further reduction in already-low savings account interest rates after the Bank of England's base rate cut, says Fitzrovia Finance.
Execution-only ETF investment platform Wombat Invest has added medical cannabis to its range of investment themes aimed at 25 to 35 year olds.
Invesco has launched two new China A-Share equity funds for both institutional and retail investors in the UK and a number of authorised countries across Europe.
JTC has acquired SANNE’s private client business. The acquisition, which is subject to relevant regulatory approvals, will expand JTC’s private client services presence in Jersey, with all clients and staff transferring to JTC as part of the transaction.
The Maples Group is relocating its law firm, Maples and Calder (Luxembourg), and its fund and fiduciary services teams, MaplesFS Luxembourg, to a new office location in the Cloche D'Or business district.