wealth management

Lufax Is Latest Chinese Firm To File For US IPO As Crackdown Looms
Lufax Is Latest Chinese Firm To File For US IPO As Crackdown Looms
August 12, 2020  |  IPO

Online wealth management platform Lufax is the latest to file plans for an IPO in the United States as Chinese firms rush to go public...

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UBS To Invest Millions In FinTechs Via Corporate VC Fund
UBS To Invest Millions In FinTechs Via Corporate VC Fund
May 26, 2020  |  Investments

As it follows peers in investing in startups disrupting traditional banking, UBS Group AG is dedicating hundreds of millions to back FinTechs. The firm is...

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Morgan Stanley To Acquire E-Trade For $13B
Morgan Stanley To Acquire E-Trade For $13B
February 20, 2020  |  Acquiring

In a consolidation move for the brokerage space, investment bank Morgan Stanley has announced it will acquire electronic trading platform E-Trade for $13 billion, according...

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Goldman Sachs’ Singapore CEO Tapped By Julius Baer
Goldman Sachs’ Singapore CEO Tapped By Julius Baer
November 08, 2019  |  Personnel

Swiss bank Julius Baer appointed Goldman Sachs’ former Singapore CEO Jason Moo as private banking head for Southeast Asia and branch manager for Singapore, Julius...

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Chinese P2P Lender Lufax Exits Business
Chinese P2P Lender Lufax Exits Business
July 19, 2019  |  Loans

One of China’s largest online wealth management platforms is leaving its peer-to-peer lending (P2P) business behind. Get the Full Story Complete the form to unlock...

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Plaid Loops Developers Into Customer Investment Data
Plaid Loops Developers Into Customer Investment Data
June 20, 2019  |  Data

Plaid, a FinTech that enables third-party applications to integrate into users’ bank accounts, is rolling out a new solution for the wealth investment management market....

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Goldman’s Digital Roadmap, As Marcus Lands $46B In Deposits
Goldman’s Digital Roadmap, As Marcus Lands $46B In Deposits
April 16, 2019  |  Digital Banking

Trading slump, yes. Goldman Sachs is still, of course, tied to the vagaries of investors’ back-and-forth on Wall Street, as evidenced by its latest earnings report....

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Bank Of America Rebrands, Loses Merrill Lynch Name
Bank Of America Rebrands, Loses Merrill Lynch Name
February 25, 2019  |  Banking

Bank of America will drop the Merrill Lynch name from its trading and investment banking outfits, according to reports. Get the Full Story Complete the...

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TD Bank Customizes Financial Services For Healthcare Industry
TD Bank Customizes Financial Services For Healthcare Industry
December 04, 2018  |  B2B Payments

TD Bank is introducing new services in Canada designed to address the unique financial services needs of the healthcare sector. Get the Full Story Complete...

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