Wealth and Asset Management

Intertrust makes acquisition to build US presence

Wealth manager launches new investment service for American ex-pats

MAI Capital Acquires Wealth Management Practice Catering to Pro Athletes

Goldman to Combine Four Private Market Groups into $140 Billion Giant

Crestbridge opens New York office

HighTower's Pamela Rosenau Featured on Barron's 2019 List of Top 100 Women Advisors

People Moves

Holland & Knight adds to private equity team in Miami

Brazil development bank chief quits, fuelling political crisis

Vanderbilt Financial Group Announces New Chief Economist Role

Samir Saini Resigns as NYC CIO, Leaves for Private Sector

Former Fidelity Manager, Accused of Harassment in 2017, Plots a Comeback

Peapack-Gladstone Bank Hires New Senior MD, Commercial Private Banker

Legal, Regulation & Compliance

Fraudster behind $50m Bitcoin scam that duped UAE investors admits crimes

ICBC US Brokerage Unit Penalised for Unlawful ADR Practices

Carey Olsen advises Gympass as it secures US$300 million of new funding

Three Abraaj Executives Charged in U.S. Fraud Investigation

Noah receives advisory licences in Canada

Regulatory co-operation between the UK and US: now and in the future by Nausicaa Delfas

FinTech

Broadridge launches SFTR change management service

Volante Technologies launches SEPA instant payments

The 5 Keys To U.K. Digital Bank Monzo's Success In The U.S.

Pershing Deepens Technology Consulting Capabilities

The Age of AI and Wall Street - Survey

American Bank Systems, IMM collaborate to streamline digital lending

Alternative Investments

Pension funds’ fixed income allocations losing ground in growth markets: report

Mark R. Freeman launches Socorro Asset Management

Ban Private Equity

Hyper-wealthy buyers from the US are snapping up properties in London

Spreading like weeds: alternative cannabis products are on the way!

Fidelity Launches New Model Portfolios with Business Cycle and Factor ETF Strategies

Investment Banking

Wells Fargo selling majority stake in real estate banking giant

JPMorgan and BAML raise most money for ‘contentious’ companies

Goldman sees growth in mass-affluent advising, corporate cash deposits

China International Capital Expands U.S. Investment Banking Advisory Business

William Blair Launches “THINKING”

Bank of Montreal profit up 20 per cent, despite hit from severance costs

Comment, Analysis & Research

Study Offers 360-Degree View on Top Factors Causing Financial Concerns, Impacting Portfolios and Driving Volatility

Calastone study reveals returns and fees are the investment priorities for millennials not ethical investing

Helping Women Overcome Society’s Outdated Messages on Money

The quiet (and laudable) insurgency building among the world's mega-wealthy millennials

Donald Trump’s net worth rises to $3 billion

Customer satisfaction hinges on fulfilling specific needs: Forrester

Tax

Windsor, London properties raided in $8.3M tax evasion probe

Newly signed Brazil-Uruguay tax treaty will force companies to review structures

Rich New Yorkers are fleeing to Miami to escape high taxes.

Latin America banking: HSBC fights back in Brazil

VAT update: recovery procedure in the UAE and 2020 SAF-T confirmed in Norway

Implementation of tax transparency initiative delivering concrete and impressive results

Retail Banking

Leading Israeli Bank in the US Strengthens Ties and Opportunities at Home

Goldman’s Marcus bank teams up with Saga to target over-50s

Wells Fargo’s RIA Channel Adds Another Firm

American Riviera Bank Reports Record Quarterly Net Income

Banking pioneer scores with own venture

Ameriprise’s Bank Is Closer to Reality

ESG

CFTC to assess climate change risk and possible mitigation steps

Wealthy Families Are Adding Forests to Their Portfolios

ESG groups try to thin a thicket of sustainability metrics

Porn Is Worse Than Pollution in Ethical Investing Portfolios

Fixed Income is Redefining Sustainable Investing

Hedge funds making progress, but slow to adopt ESG