News
Latin America | news 17 Sep 24
II Lat Am Forum 2024 – Meet the Speakers – Capital Vision
Today we focus on Elbio Fernández, Director of Investment Solutions for the Southern Cone
Financial planning | news 17 Sep 24
Collidr launches portfolio assistant technology for advisers
Collidr Technologies uses its proprietary AI technology to deliver investment portfolio solutions to the investment community
Financial planning | news 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Citigroup sells $70bn AUA global trust business to JTC
Citi Trust operates from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland, Bahamas
Middle East | news 16 Sep 24
GSB makes double hire for wealth division in Dubai
The hires follow the launch of the GSB Capital division