Neo Group has appointed Shajikumar Devakar as co-Founder and CEO of Neo Wealth Management. Shaji's experience includes ...

Clients of ICICI Bank Canada will benefit from Scotia Wealth Management’s scale and experience, building on top of ICICI’s ...

LPL is strengthening its high-net-worth planning and tech capabilities while the multi-family office and RIA sets the scene ...

The new technology leader at Focus Financial Partners, Mark Israel, comes with 30 years' experience including a notable stint ...

South West-headquartered wealth management firm St James’s Place has appointed a new independent non-executive director with ...

LPL Financial LLC, a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company ...

SINGAPORE] Stock brokerages need to transform as they grapple with changes across the financial sector, said PhillipCapital ...

Norway's sovereign wealth fund, managed by Norges Bank Investment Management (NBIM), has decided to actively engage with ...

Swiss banking institution UBS has formed a new unit within its Global Wealth Management (GWM) division, with a former ...

In his new role, Mr. Lee will offer independent strategic counsel across core areas such as business growth, innovation strategy, corporate governance, and risk management. He will also contribute to ...