In the torrent of news that comes out of Washington DC, one news item will have caught the attention of banks and wealth managers. It is a regulator’s report saying that large US banks unfairly ...

Jaubert explained the advantages of expanding in Ireland this year: it is more international, there are tax benefits and it is an English-speaking country. Ireland is the third largest investment ...

Morgan Stanley’s investment arm is positive on the US and Japanese equity markets but more cautious about those of Europe. It said bond yields are, at least for now, priced for strong US nominal ...

BNY yesterday reported that its net income, applicable to common shareholders, rose 20 per cent year-on-year in the third quarter of 2026, reaching $1.608 billion. Total fee revenue rose 12 per ...

Pacific Asset Management has set up a Latin American entity based in Montevideo, Uruguay, giving the business a permanent presence in the region for the first time.

The latest senior wealth management moves, appointments and personnel changes in the North American sector. LPL Financial A Seattle-based group with about $1 billion of advisory, ...

JTC, a Jersey-based provider of fund, corporate and private client administration services, has made four senior appointments in the US and Latin America within its Private Capital Services ...

Oury Clark, a UK firm providing legal, accounting, tax, payroll and corporate services, has formed a strategic pact with G3 Partners, a market-entry specialist operating in the Western US and ...

SEI has appointed former LPL Financial senior executive Kristie Edling-Day (main picture) as chief information officer, reporting to Ryan Hicke, CEO. At LPL, Edling-Day was executive vice president ...

The US Department of the Treasury has imposed penalties totaling more than $1.21 billion on Bank of America for violations of anti-money laundering and sanctions laws. The Treasury said the actions ...

Jean-Philippe Desmartin (pictured), head of responsible investment at Paris-based Edmond de Rothschild Asset Management, doubts whether Turkey will be very motivated in advancing the climate agenda ...

Average seller AuM hits $1.02 billion Overall, demand for RIA firms, especially among large buyers backed by private equity capital, remains strong. “Owners still need succession solutions, firms ...