3+ day, 5+ hour ago   (236+ words) The platform will support data-based oversight of client portfolios and broader use of stress testing and scenario analysis. Danske Bank has introduced a new advisory platform, called Butterfly, for affluent private clients, a move described as its largest wealth investment…...

4+ day, 4+ 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…...

5+ day, 4+ hour ago   (156+ words) Schroders has teamed up with ttb wealth securities, a subsidiary of TMBThanachart Bank (ttb bank), to create a wealth and investment management proposition aimed at high-net-worth and ultra-high-net-worth individuals in Thailand. Under the arrangement, Schroders’ investment resources across listed and…...

6+ day, 5+ hour ago   (277+ words) Hans Georgeson has left his position as chief executive of Royal London Asset Management, ending a five-year tenure. The group’s chief executive, Barry O’Dwyer, is starting the recruitment process for a replacement. Until a permanent appointment is made, group chief…...

6+ day, 4+ hour ago   (506+ words) Private Banker International...

6+ day, 8+ hour ago   (302+ words) Morgan Stanley is seen as the leading contender for the “lead left” role, while Goldman is expected to serve as stabilisation agent. Morgan Stanley and Goldman Sachs are close to taking leading roles on Anthropic’s planned $2tn initial public offering (IPO),…...

1+ week, 4+ 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…...

1+ week, 5+ day ago   (221+ words) Australian Unity has decided to shut down Platypus Asset Management, the group’s Australian equities subsidiary, after completing a review of the operation. Australian Unity wealth & capital markets CEO Balaji Gopal said the assessment examined several possible paths for Platypus and…...

1+ week, 6+ day ago   (302+ words) Deutsche Bank’s Private Bank has chosen Vault Core, a cloud-based banking system built by Thought Machine, for its operations in Germany. The system is set to become the main platform for banking and lending products in the country across personal…...