Lunate and BNY Mellon to Invest in New Wealth Technology Company

By NS Banking Staff Writer

22 Nov 23

Abu Dhabi based company will meet the growing needs of wealth and asset managers in the Middle East…

Banking ServicesWealth Management

Neovision Launches Digital Wealth Management Offering for Gulf Investors

By NS Banking Staff Writer

08 Nov 23

Neovision Wealth Management Limited (NWM) is incorporated in the Abu Dhabi Global Market (ADGM) located in the heart…

Banking ServicesWealth Management

Citi to divest consumer wealth portfolio in China to HSBC

By NS Banking Staff Writer

09 Oct 23

Citi will sell its consumer wealth portfolio, including clients, assets under management (AUM) and deposits in China, with…

Banking ServicesWealth Management

Emirates NBD launches new digital wealth offering with 11,000 instruments across 21 global and local markets

By NS Banking Staff Writer

09 Oct 23

Customers can digitally open an investment account in just two minutes through completely paperless journey and start trading…

Banking ServicesWealth Management

HSBC to purchase Citigroup’s consumer wealth business in China

By NS Banking Staff Writer

29 Sep 23

The acquisition of Citigroup’s China consumer business, a part of HSBC’s strategy to expand in the country, is…

Banking ServicesWealth Management

FusionIQ expands its all-in-one digital wealth management platform in Canada

By NS Banking Staff Writer

14 Sep 23

With four modules, Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP, FusionIQ One will provide digital wealth management…

Banking ServicesWealth Management

Goldman Sachs to sell personal financial management unit to Creative Planning

By NS Banking Staff Writer

29 Aug 23

Upon closing of the deal, Creative, a Registered Investment Advisor (RIA) with more than $245bn in combined assets…

Banking ServicesWealth Management

Apollon Wealth Management Brings In Midwest Wealth Management Firm Piershale Financial Group

By NS Banking Staff Writer

24 Aug 23

Piershale Financial Group is a wealth management firm in the Greater Chicago region, offering clients comprehensive strategies and…

Banking ServicesWealth Management

Goldman Sachs mulls partial sale of wealth business

By NS Banking Staff Writer

22 Aug 23

The bank is exploring alternatives for its registered investment adviser (RIA) unit, Personal Financial Management (PFM), which manages…

Banking ServicesWealth Management

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

By NS Banking Staff Writer

18 Aug 23

SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions,…

Banking ServicesWealth Management