Browsing Tag
Wealth management
81 posts
Canadian wealthtech company PureFacts Financial raises $29m
PureFacts Financial Solutions, a Canada-based wealthtech solutions provider, has secured CAD 37 million ($28.69 million) in a funding…
SIMON Markets raises $100m for digital wealth management platform
SIMON Markets, a US-based fintech company that was spun out by Goldman Sachs in late 2018, has raised…
Luxembourg-based Danske Bank International to be acquired by UBP
Danske Bank has agreed to sell its international private banking activities in Luxembourg operating as Danske Bank International…
Intellect Design Arena selected as AI partner of St. James’s Place
Intellect Design Arena said that its insurtech business Intellect SEEC has been selected by UK-based St. James’s Place…
Zensar to develop next-gen wealth management platform for Infinity Circle
Zensar Technologies, a subsidiary of RPG Group, has been selected by UK-based fintech company Infinity Circle for end-to-end…
Steward Partners acquires investment adviser Umpqua Investments
Steward Partners, a US-based wealth management firm, has completed its acquisition of Umpqua Investments, a registered broker dealer…
Utmost to acquire investment platform provider Quilter International for £483m
Utmost Group Limited, a specialist life assurance group, has agreed to acquire Isle of Man-based investment platform provider…
Fidelity D & D Bancorp to acquire Landmark Bancorp for $43m
Fidelity D & D Bancorp has agreed to acquire rival Pennsylvania-based bank holding company Landmark Bancorp in a…
Citi merges wealth management units to create Citi Global Wealth
Citi, a US-based financial services company, has merged the wealth management teams of its global consumer banking (GCB)…
UBS to divest Austrian wealth management business to LGT
UBS Europe, a subsidiary of Swiss banking group UBS, will sell its Austrian wealth management business to Liechtenstein-based…