North America
US in the news: MAI Capital Management buys Cleveland wealth firm
A round-up of people moves and M&A deals across North America
UBS to pay $25m to settle fraud charges
Bank failed to share data with advisers and clients about significant risk in a ‘complex investment strategy’
UK and US firms team up to create global advisory network
To provide tax and accounting services to individuals and organisations
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
International family office unveils Miami operation
To bolster its offering in North and Latin America