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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
Danske Bank unveils new wealth advisory platform
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…...
DWS Group to rebrand as Deutsche Asset Management in global identity shift
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…...
Merit Financial Advisors names John Rajes chief technology officer
1+ week, 4+ day ago (337+ words) Rajes will lead the company’s technology strategy across architecture, systems integration, data and AI. Merit Financial Advisors has appointed John Rajes as chief technology officer (CTO), adding a new senior executive as the firm expands its leadership structure. Rajes will…...
Ranjit Khanna to head EFG International’s Dubai Advisory Office
2+ week, 4+ day ago (302+ words) Khanna will be responsible for the Dubai Advisory Office’s operations in line with the UAE and its wider Middle East framework. EFG International has appointed Ranjit Khanna as CEO of its Dubai Advisory Office, effective immediately. Khanna will oversee the…...
Azura launches Azura Private as Stella team comes on board
2+ week, 5+ day ago (251+ words) Azura Financial has joined forces with Stella Private to launch Azura Private, a new advisory platform aimed at HNWIs, families and corporate clients seeking complex finance solutions. The new platform will give clients access to tailored capital options through private…...
Kestra Financial names Kelly Apple wealth management head
3+ week, 3+ 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…...
VP Bank Singapore names Vincent Koo as chief risk officer
3+ week, 4+ day ago (277+ words) VP Bank Singapore has named Vincent Koo as its new chief risk officer, with the appointment taking effect on 24 August 2026. He will oversee risk, control and operational matters at the branch. The bank said the role will support its governance…...
Maridea expands Chicago footprint with Park Ridge Financial purchase
3+ week, 5+ day ago (243+ words) Maridea Wealth Management has acquired advisory business Park Ridge Financial, expanding its presence in the Chicago. Financial terms of the deal remain undisclosed. Maridea formally set up its presence in Chicago in September 2025. The Park Ridge Financial team will move…...