US
Fund administrator Crestbridge expands into US market
Crestbridge, a provider of fund and corporate services, has expanded into the US by setting up a new office in…
Australia’s Bennelong Funds Management expands into US
Bennelong Funds Management, an Australian fund manager, has launched a new subsidiary in the US. The new unit will be…
Swiss firm Mirelis targeted by US Justice dept over tax evasion
Swiss asset management firm Mirelis Holding has reached a resolution with the US Department of Justice’s Tax division by entering…
Natixis to acquire minority stake in WCM Investment Management
Natixis Investment Managers has agreed to acquire a 24.9% minority stake in US-based asset manager WCM Investment Management. The agreement…
UBS introduces new equity compensation platform
UBS Wealth Management USA has introduced a new upgraded UBS One Source platform as part of its plan to develop…
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Peapack-Gladstone swoops on Lassus Wherley & Associates
Peapack-Gladstone Financial, the parent of Peapack-Gladstone Bank, has agreed to acquire New Jersey-based Lassus Wherley & Associates. Financial terms of…
Deutsche Bank’s US division fails FED stress tests
Deutsche Bank USA (DB USA) has failed the Federal Reserve’s annual stress tests, which evaluates the capital planning practices of…
Merrill Lynch upgrades mobile app with new features
Bank of America’s wealth management division Merrill Lynch has upgraded its mobile app to enable its users to manage their…
EP Wealth Advisors appoints new CEO
California-based investment advisor EP Wealth Advisors, which specialises in client-centric financial planning and investment management services, has named Patrick Goshtigian…
Campbell Lutyens opens offices in Chicago and Los Angeles
Global alternative asset adviser Campbell Lutyens has bolstered its presence in the US by opening offices in Chicago and Los…