The group has operated in Asia for more than 100 years, and currently has over 63,000 contracted agents, more than 100 bank partnerships and more than 500 dealers, independent agents and brokers.
“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,
Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f
The acquisition has been led by Euclid Opportunities, ICAP's early-stage fintech investment incubator, founded by Steve Gibson in 2011.
SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.
SEI is a leading global provider of institutional and private client wealth management solutions, which help professional wealth managers, institutions, and private investors create and manage wealth.
AssetMark, Inc., a leading provider of innovative platform, investment and consulting solutions serving financial advisors, announced today that Huatai Securities has agreed to purchase the Company from private equity firms Aquiline Capital Partners and G
SEI drew on its global operating platform to provide Centerbridge with a solution tailored to its fund administration, fund accounting, middle-office and investor servicing requirements for both its private equity and credit businesses.