ANZ introduces ANZ Plus – a powerful new banking service

By NS Banking Staff Writer

24 Mar 22

ANZ Plus includes a multi-goal savings account that allows customers to set and track up to 99 savings…

Banking ServicesWealth Management

Prudential Financial and LeapFrog Investments announce intention to acquire a strategic minority interest in Alexander Forbes Group Holdings

By NS Banking Staff Writer

21 Mar 22

Prudential Financial and LeapFrog Investments are backing one of Africa’s leading independent providers of financial advice, retirement, investment,…

Banking ServicesWealth Management

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent

By NS Banking Staff Writer

24 Feb 22

Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125…

Banking ServicesWealth Management

Wealth management firm FNZ raises $1.4bn at $20bn valuation

By NS Banking Staff Writer

14 Feb 22

FNZ intends to use the funds to advance its growth by improving its R&D efforts, along with driving…

Banking ServicesWealth Management

ABN AMRO reports net profit of €552m in Q4 2021

By NS Banking Staff Writer

10 Feb 22

The Dutch bank reported a profit before tax (PBT) of €729m for the fourth quarter of 2021, compared…

Banking ServicesAsset Management

UBS to buy automated wealth management firm Wealthfront for $1.4bn

By NS Banking Staff Writer

27 Jan 22

The acquisition would help UBS advance its growth strategy in the US, widen its reach among high-net-worth investors…

Banking ServicesWealth Management

Morningstar to Acquire Wealth Management Platform Provider Praemium’s U.K. and International Business

By NS Banking Staff Writer

22 Dec 21

Praemium is a global leader in the provision of technology platforms for managed accounts, investment administration and financial…

Banking ServicesWealth Management

Vontobel to acquire UBS Swiss Financial Advisers

By NS Banking Staff Writer

17 Dec 21

Under Vontobel, the Swiss Financial Advisers is expected to continue providing customised investment solutions to US-based clients

Banking ServicesWealth Management

Canaccord Genuity to acquire Punter Southall’s wealth management business

By NS Banking Staff Writer

15 Dec 21

Punter Southall’s wealth management business provides advice and wealth management solutions to high net-worth individuals, with around £5bn…

Banking ServicesWealth Management

Westpac to pay $81m in penalties to resolve six proceedings filed by ASIC

By NS Banking Staff Writer

30 Nov 21

Westpac has admitted the allegations in each of the six proceedings and has agreed to remediate around $57m…

Banking ServicesWealth Management