Crédit Agricole’s Indosuez acquires 70% stake in Wealth Dynamix
Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…
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27 Jan 23
Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…
26 Jan 23
The retail wealth business of the US-based Securian Financial includes over 1,000 financial professionals across more than 30…
25 Jan 23
Charles Schwab said that Schwab Advisor Services and The Family Wealth Alliance will jointly focus on building community…
23 Jan 23
Upon completion of the acquisition, CIFM will be operated by J.P. Morgan Asset Management’s Chinese unit (JPMAM China),…
20 Jan 23
The acquisition will combine FNZ’s full service, end-to-end platform with YieldX’s fixed income portfolio management technology, which will…
19 Jan 23
Established in 1874, Bank of the West operates over 500 branches and offices in 24 states, primarily in…
17 Jan 23
FNZ said that the acquisition represents its further investment in the German market, and will consolidate the strengths…
13 Jan 23
The acquisition enables American Express to integrate Nipendo’s team, technology, and capabilities to expand its diverse offerings for…
13 Jan 23
Worldline is a global leader in the payments industry and the technology partner of choice for merchants, banks,…
12 Jan 23
The acquisition builds on Fidelity’s existing relationship with Shoobx, which was established in 2021, to create an equity…