Tag: Wealth Management

The partnership with FinTech firm Sharegain aims to open the securities lending market up to wealth managers through a new digital offering.

U.S. Bank joins more than 50 other SEI clients across the industry utilising SEI's Wealth Platform as a core technology infrastructure.

The new venture, which State Street will retain a minority interest in, will combine the custody expertise of State Street with FNZ’s international platform.

Pershing has recruited two new sales directors who will be tasked to support its ambitious growth strategy for Europe.

The move sees SJP migrate its £69.1 billion of assets under management from its legacy system onto the SS&C's Bluedoor platform.

Absa Wealth and Investment Management selects Societe Generale for its fully integrated wealth management platform solution.

State Street believes it can increase its footprint in the wealth space following acquisition of front-office service provider Charles River.

Florida-based Dakota Wealth Management was launched earlier this month by industry veteranPeter Raimondi and a team from Oakmont Partners

Goldman Sachs partnered last year with Fidelity Custody and Clearing Solutions to provide securities lending services to smaller-sized clients.