Independent investment research firm Morningstar has agreed to purchase wealth management platform provider Praemium Limited’s operations in the United Kingdom, Jersey, Hong Kong and Dubai...
Credit Suisse is planning to launch a digital banking app that will offer free foreign transactions and wealth management tools, the lender announced Thursday (Sept....
Online wealth management platform Lufax is the latest to file plans for an IPO in the United States as Chinese firms rush to go public...
As it follows peers in investing in startups disrupting traditional banking, UBS Group AG is dedicating hundreds of millions to back FinTechs. The firm is...
In a consolidation move for the brokerage space, investment bank Morgan Stanley has announced it will acquire electronic trading platform E-Trade for $13 billion, according...
Swiss bank Julius Baer appointed Goldman Sachs’ former Singapore CEO Jason Moo as private banking head for Southeast Asia and branch manager for Singapore, Julius...
One of China’s largest online wealth management platforms is leaving its peer-to-peer lending (P2P) business behind. Get the Full Story Complete the form to unlock...
Plaid, a FinTech that enables third-party applications to integrate into users’ bank accounts, is rolling out a new solution for the wealth investment management market....
Trading slump, yes. Goldman Sachs is still, of course, tied to the vagaries of investors’ back-and-forth on Wall Street, as evidenced by its latest earnings report....