UBS to appeal against €4.5bn penalties imposed by French court
Swiss global investment bank UBS said that it will appeal against a French trial court ruling which ordered…
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22 Feb 19
Swiss global investment bank UBS said that it will appeal against a French trial court ruling which ordered…
20 Feb 19
Mercer Global Advisors, a US registered investment advisor (RIA), has acquired American wealth management firm Arbor Asset Management.
18 Feb 19
Exchange Bank (OTC: EXSR) today announced the signing of a purchase and sale agreement to acquire the American…
15 Feb 19
HighTower today announced that Green Square Wealth Management, a fee-only investment advisor and multi-family office headquartered in Memphis,…
14 Feb 19
Ethical investment funds can help people to make principled choices with their money while growing personal wealth at…
06 Feb 19
The latest fintech investments for January 2019 including backing for companies including MarketInvoice, Nutmeg, Acorns, Loot, Mimiro, Groww…
04 Feb 19
Schroders Wealth Management had agreed to acquire Singapore-based independent wealth manager Thirdrock Group for an undisclosed amount.
17 Jan 19
BMO Financial Group has combined BMO Private Banking and full-service brokerage BMO Nesbitt Burns to create Private Wealth…
09 Jan 19
Plaid has acquired Quovo, a New York-based fintech start-up focused on providing wealth management and brokerage data, for…
09 Jan 19
Cyber security firm Sequrest has been selected by Evolute, a Switzerland-based digital wealth management solution provider, to provide…