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Nucoro to target insurers with white labelled wealth management technology offering

Tue, 26/11/2019 - 11:00

Nucoro, a fintech company providing bespoke white-labelled technology focused on delivering wealth management solutions to third parties, is to start targeting the insurance sector with its offering. »

Franklin Templeton to acquire Embark Group stake

Tue, 26/11/2019 - 10:12

Franklin Templeton is to acquire a material stake in the Embark Group, joining existing long-term institutional investors BlackRock, Legg Mason and FNZ, as well as the Merian Chrysalis fund. »

Avant-Garde Trading Securities and Voyager Partner to expand crypto service offering

Tue, 26/11/2019 - 10:09

Voyager Digital, a subsidiary of publicly-traded Voyager Digital (Canada) Ltd, a licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto-assets, has formed an API partnership with Avant-Garde Trading Securities, a new broker-dealer for retail investors launching in the first quarter of 2020. »

Deutsche Bank Wealth Management adds strategic hires to Global South Asia team

Tue, 26/11/2019 - 10:04

Deutsche Bank Wealth Management (DB WM) has made a number of senior strategic hires this year to its Global South Asia (GSA) team, notably in Dubai and Mumbai, as well as completing a lateral move for a senior manager in Singapore. »

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. »

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