Bordier & Cie (UK) (Bordier UK), a subsidiary of the Swiss private banking corporation Bordier & Cie, has named Ian Heap as chief executive.

As part of the arrangement, many CBAM staff members will join SEI’s SWP operations team. To guarantee a successful and seamless transition, SEI and CBAM will collaborate closely. SEI and CBAM will ...

Advanta Solutions has expanded its assets under management (AUM) with the acquisition of UK-based financial advisory services provider City Financial Planning.

VP Bank has appointed Urs Monstein as its new group CEO as part of a wider reorganisation of its leadership team.

Fresh investment from insurance accounts managed by KKR, an international investment firm, has been obtained by eRESI Capital ...

A pilot including the use of the Swift network to settle tokenised fund subscriptions and redemptions has been successfully ...

AIFMD specialist Matterhorn Reporting Services has been purchased by FE fundinfo, expanding its regulatory reporting capabilities.

LYNQS, Leonteq’s digital investment platform, has launched a Shari’a-compliant structured product offering. After establishing an office in Dubai in 2021, Leonteq has extended its product line to ...

Wealth management firm Brooks Macdonald has announced its acquisition of CST Wealth Management, a Wales-based financial planning firm. CST Wealth Management holds close to £170m in assets under advice ...

Clearwater Analytics, a SaaS-based investment management and analytics solutions provider, has partnered with AI Data Cloud ...

Gather Financial Planning is set to bolster EP Wealth’s expansion in Northern New England. Credit: ARMMY PICCA/Shutterstock. US-based RIA EP Wealth Advisors has expanded its national footprint with ...

With the merger, GYL contributes over $6.6bn in regulatory assets under management to Colony’s client assets. Credit: megaflop/Shutterstock. Focus Financial Partners has announced the merger of its ...