Copia Wealth Studios launches new AI wealth platform
India News
Rathbones Group names Jonathan Sorrell as new CEO
Sorrell will move to Rathbones from Capstone Investment Advisors, where he has held the position of president since early 2020.
Pure Financial Advisors takes over Personal Investment Management
Edmond de Rothschild logs 12% AUM growth in 2024
Merit Financial Advisors expands into Idaho
Julius Baer secures nod for Italian onshore market foray
DWS, Deutsche Bank partner to expand private credit investment opportunities
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
