Italy’s Intesa Sanpaolo sets up new wealth management structure in big shake-up
The shake-up is aimed at tackling the challenges facing the European banking sector
Söderberg & Partners names Plannr Technologies as back-office partner
This collaboration marks the latest in a series of tech partnerships
UK’s Wren Sterling adds £265m of client assets with its first adviser acquisition of 2024
Wren Sterling now operates from 13 offices covering 11 locations
What does it mean for a financial services firm to be a B Corp?
Obtaining the certification is not the end of the journey but the beginning
Jersey’s TEAM aims for acquisitions in Europe, Caymans, Bermuda as AuM/A grow to £1bn
The AIM-listed group is also adding a presence in Guernsey ‘soon to be established’