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AUSTIN, Texas–(BUSINESS WIRE)—Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced their acquisition of KDI Wealth Management, a leading wealth management firm…

SAN DIEGO, May 16, 2024 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that it has expanded its investment in advisory solutions with several key hires. The four…

The private banking arm of the second largest lender in Southeast Asia is also keen to expand its family office business in these four markets, citing the growing needs of…

Macquarie Asset Management today announced the launch of the Macquarie Focused Large Growth ETF (LRGG), which began trading on the NYSE Arca today. The new offering is managed by the…

TORONTO–(BUSINESS WIRE)–Today, Cboe Canada Inc. (“Cboe Canada”) welcomes CI Global Asset Management (“CI GAM”) for the launch of Hedged Common Units of CI U.S. 500 Index ETF (“CUSA”). CUSA is now trading on Cboe…

TOKYO, May 14 (Reuters) – Nomura Holdings, Japan’s biggest brokerage and investment bank, said on Tuesday it aims to nearly double its pre-tax profit over seven years as it pushes deeper…

TORONTO–(BUSINESS WIRE)—CapIntel Inc. (CapIntel), a leading Business-to-Business financial technology company, announced an agreement today with BMO Private Wealth to leverage CapIntel’s intuitive platform and tools to help support BMO Private Wealth Investment Advisors…

Citigroup has brought in a new leader as the company looks to make big changes. Viswas Raghavan, who comes from JPMorgan Chase, is set to join Citigroup as head of banking this…

Troubled regional lender New York Community Bancorp (NYCB) is trying to show investors that it is getting a better handle on the risks embedded in its massive loan book. One…

ASIA PACIFIC, May 13, 2024 – BlackRock today appointed Will Thomson as Managing Director, a Portfolio Manager in the Climate Infrastructure team in New Zealand, effective July 2024. This follows BlackRock’s…

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                  The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

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                  Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

                  Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

                  The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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