North America
Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
Banking giant unveils robo-advice offering
It will first be introduced in the US with the UK following suit in the second half of 2021
Why are overseas firms eyeing up the UK advice sector?
US company says it now has ‘comfort with the market’ and a ‘voracious appetite’ to grow in Britain
US in the news: Brown WM buys San Diego wealth firm
A round-up of people moves and M&A deals across North America
US investment firm withdraws bid for Aussie wealth giant
Financial services provider may be forced to sell its business in pieces