Pershing

Companies | 8 Jun 23

It will enable advisers to ‘seamlessly connect all the components of a client’s financial picture in one place’

Africa | 11 May 23

Asset manager names global head of wealth management, as platform makes c-suite change

Africa | 26 Aug 22

CEO to leave advice firm, as platform hires chief technology officer

Companies | 21 Jul 20

Financial services solutions provider names COO, while bank hires chief risk officer

Companies | 26 May 20

IA catches up with European advisers and wealth managers to find out