US
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
Fraudster jailed for six years over $28m Ponzi scheme
Victims were promised monthly returns ranging from 6% to 35% of their initial investment
North America | 8 Dec 22
How wealth firms should approach the US expat market
Clients have trillions of dollars to invest with very few financial institutions willing to work with them