The office will provide services including investment advisory, customer service, and financial advisory, all supported by the Aladdin system. Credit: Piotr Swat / Shutterstock.com US asset manager ...

Gamba will report directly to Jenny Johnson, the CEO of Franklin Templeton, and will also join the company’s executive committee. Credit: Piotr Swat / Shutterstock.com Franklin Templeton has appointed ...

Family offices are evolving rapidly as wealth passes between generations, technology reshapes back-office operations, and new ...

As family offices evolve, generational shifts and governance structures become crucial to ensuring harmony, continuity, and ...

New Zealand is a magnet for affluent families with 6% of the local HNW population expats and now as Heike van den Hoevel ...

BlackRock’s Aladdin Wealth technology platform will be utilised by Citi’s Private Bankers and investment professionals. Credit: T. Schneider / Shutterstock.com Citi Wealth has reached an agreement ...

Cerity Partners, a US-based independent wealth manager, has revealed plans to merge with Graypoint, a financial advisory firm located in Albany, New York. Graypoint oversees assets worth more than ...

Street has over a 34-year tenure in investment management. Credit: Ody_Stocker/ Shutterstock.com J O Hambro Capital Management (JOHCM) has appointed Bill Street as its new CEO, subject to regulatory ...

JPMorgan has appointed Sarah Catania as the head of its private banking business for continental Europe, reported Reuters.

DIFC Courts has expanded their ancillary offerings with the introduction of a Mediation Service Centre and a Notary Service.

A collective of past executives and directors from Credit Suisse Group, spearheaded by former chairman Urs Rohner ...

Indosuez Wealth Management, a division of Crédit Agricole Group, has completed the acquisition of Banque Thaler, obtaining ...