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The firm’s strategy will focus on four areas, which includes ensuring effective utilisation of resources and capital. Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support. Understand the themes driving your sector, keep up with key innovation areas and track the
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News
DWS Group to rebrand as Deutsche Asset Management in global identity shift
3+ day, 21+ hour ago (327+ words) The change is meant to underline its positioning for investors using Europe as an entry point. DWS Group will introduce Deutsche Asset Management as its new global brand identity, effective early November 2026. The change is meant to underline its positioning…...
Sequoia Financial adds $2.3bn in assets with BSW Wealth purchase
1+ week, 3+ day ago (301+ words) Established in 1992, BSW services include financial planning and tailored wealth management for individuals and families. Sequoia Financial Group has acquired BSW Wealth Partners, an independent wealth management business based in Colorado, for an undisclosed sum. BSW oversaw about $2.3bn in client…...
Exclusive: Citi Wealth names Alex Kokolis as investments platform experience head
3+ week, 1+ day ago (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...
Citi Wealth names Alex Kokolis investments platform experience head
3+ week, 1+ day ago (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...
Kestra Financial names Kelly Apple wealth management head
3+ week, 2+ day ago (282+ words) Apple will be responsible for efforts to further develop the company’s investment, planning and advisory functions. Kestra Financial, headquartered in Austin, Texas, has named Kelly Apple as its new head of wealth management. The move follows the promotion of John…...
Goldman Sachs enters $410m deal to buy LCN Capital Partners
3+ week, 3+ day ago (402+ words) Goldman Sachs Group has agreed to acquire LCN Capital Partners, a real estate investment manager, in a deal worth up to $410m. LCN is active in sale-leaseback, build-to-suit and triple net lease transactions. It was established in 2011 and has raised 10 funds....
Barclays names Mike Joo and Adeel Khan investment bank co-CEOs
3+ week, 4+ day ago (375+ words) Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank. Barclays has appointed Mike Joo and Adeel Khan as joint chief executives of its investment banking division from February 2027, pending…...