JP Morgan Wealth Management rolls out digital money coach

By NS Banking Staff Writer

02 Dec 22

The company is offering the new product to all its 62 million digitally-active customers free of cost, to…

Banking ServicesWealth Management

HSBC US Private Banking selects Addepar for wealth management solutions

By NS Banking Staff Writer

01 Nov 22

Addepar will provide HSBC US Private Banking with important tools, such as portfolio views and in-depth analytics, to…

Banking ServicesWealth Management

UBS rolls out new digital wealth management platform for affluent clients in China

By NS Banking Staff Writer

27 Oct 22

The new wealth management platform combines UBS’s experience in wealth management services with the latest technology capabilities, connects…

Banking ServicesWealth Management

Morgan Stanley Smith Barney to Pay $35 Million for Extensive Failures to Safeguard Personal Information of Millions of Customers

By NS Banking Staff Writer

21 Sep 22

The SEC’s order also finds that MSSB failed to properly safeguard customer PII and properly dispose of consumer…

Banking ServicesWealth Management

FNZ to acquire German wealthtech provider DIAMOS

By NS Banking Staff Writer

09 Sep 22

Through the acquisition, FNZ will benefit from DIAMOS’s advanced product and service solutions, along with its technical expertise…

Banking ServicesWealth Management

Perigon Wealth Management Announces Merger with PM Wealth Management and Formation of Strategic Alliance with Prager Metis

By NS Banking Staff Writer

09 Sep 22

Transaction Deepens Collaboration Opportunities Between Top Tax Advisory Firm Prager Metis and Perigon's Financial Advisors to Elevate Service…

Banking ServicesWealth Management

Manulife Investment Management launches Global Climate Action Fund in Europe to help meet increasing demand for sustainable investment solutions that tackle climate risks

By NS Banking Staff Writer

06 Sep 22

Three additional Manulife Global Fund sub-funds available for sale bringing specialised investment solutions and ongoing product development to…

Banking ServicesWealth Management

UBS terminates $1.4bn deal to acquire wealth management firm Wealthfront

By NS Banking Staff Writer

05 Sep 22

UBS said that it will remain committed to its growth plans in the US and will continue to…

Banking ServicesWealth Management

Truist Wealth launches two digital investment solutions

By NS Banking Staff Writer

30 Aug 22

Truist Invest is a robo advisor while Truist Invest Pro is a hybrid investing solution that combines automated…

Banking ServicesWealth Management

Former Wells Fargo and Bank of America executives partner to launch Fidelis Capital

By NS Banking Staff Writer

16 Aug 22

Fidelis Capital, which will cater the select ultra-high-net-worth clients, has a diverse team of financial specialists to know…

Banking ServicesWealth Management