BNY Mellon Wealth Management has appointed Charmaine Tang as Senior Client Strategist based in Dallas, Texas.
With over two thirds (64 per cent) of advisers and paraplanners currently supporting clients through significant changes to their lifetime plan as a result of the pandemic, Intelliflo’s latest poll, in conjunction with i4C, reveals how cashflow modelling is applied in the planning process.
Legacy Capital Wealth Partners and Trent Capital Management, two independent, Arkansas-based wealth management firms, have merged to form one of the largest independent Registered Investment Advisory firms in the state.
Business disruption, cybersecurity challenges and greater compliance burdens have long been acknowledged as being among the foremost operational challenges facing the hedge fund, private equity and investment management industries.
Broadridge Financial Solutions has partnered SLIB, a software vendor focused on electronic voting and security services based in France, to offer a joint, cross-border proxy voting solution for Shareholder Rights Directive II (SRD II) compliance, covering European shareholder meetings.
Alternative investment firm SkyBridge Capital has launched of the SkyBridge Bitcoin Fund LP, which provides mass-affluent investors with an institutional-grade vehicle to gain exposure to Bitcoin.
The Blacktower Financial Management Group of Companies has appointed Gavin Pluck as a Group Director.
J Safra Sarasin Group is to acquire Bank of Montreal's private banking business in Hong Kong and Singapore by way of an asset purchase agreement. The acquisition includes clients and their experienced relationship management teams.
CI Financial Corp (CI), a diversified global asset and wealth management company, has completed the acquisition of four US registered investment advisor (RIA) firms, boosting its US wealth management assets by approximately USD9.4 billion to USD22 billion.
SVB Financial Group (SVB), the parent of Silicon Valley Bank, is to acquire Boston Private Financial Holdings, (Boston Private), the parent company of Boston Private Bank & Trust Company, a provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.