Finance News

RIA Roundup: Cerity Partners Hits $100B with Denver-based OCIO Firm Agility

Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.

logo.png  By NB  Apr 13, 2024

HSBC CEO Noel Quinn Targets Strong Wealth Management Capabilities in Hong Kong, Mainland China, Singapore, ASEAN & India

HSBC CEO Noel Quinn Targets Strong Wealth Management Capabilities in Hong Kong, Mainland China, Singapore, ASEAN & India 11th April 2024 | Hong Kong HSBC CEO Noel Quinn is targeting strong wealth management capabilities in Hong Kong, Mainland Chi

logo.png  By NB  Apr 11, 2024

Switzerland Zurich Insurance to Stop Underwriting New Oil & Gas Projects But Will Continue to Underwrite Existing Projects, Zurich Insurance Targets N

Switzerland Zurich Insurance to Stop Underwriting New Oil & Gas Projects But Will Continue to Underwrite Existing Projects, Zurich Insurance Targets Net Zero Emissions by 2050, Zurich Insurance Group Withdrew from Net Zero Insurance Alliance in 2023 1

logo.png  By NB  Apr 11, 2024

JP Morgan Board Says Jamie Dimon CEO Transition is Top Priority in Medium Term, Jamie Dimon Appointed as CEO 18 Years Ago in 2006, Announced New Senio

JP Morgan Board Says Jamie Dimon CEO Transition is Top Priority in Medium Term, Jamie Dimon Appointed as CEO 18 Years Ago in 2006, Announced New Senior Management in 2024 with Jennifer Piepszak & Troy Rohrbaugh Appointed as Co-CEOs of Expanded Commerc

logo.png  By NB  Apr 11, 2024