The wealth management firm signed a five-year lease for the property acquired by the Menashe family in August.

Canadian financial services group working with Fenchurch Advisory on a strategic review of the venture ...

Bringing together top experts and CEOs from leading asset management firms worldwide to explore the evolving global ...

Based in Charlotte, FTWA has seen rapid growth since its inception in early 2022. It now manages $2.5 billion in client ...

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding ...

BCG’s 24th Annual Global Wealth Report highlights Generative AI as an enabler for operational efficiencies and improved ...

Canada's Canaccord Genuity is working with bankers to review its British wealth management business, with potential outcomes ranging from a sale to bringing in another investor, the Financial Times ...

Internal company documents describe the bank’s weak anti-money-laundering controls and failure to complete due-diligence ...

Canaccord Genuity Group Inc. is shutting down rumours that it’s planning to sell its wealth management business in the U.K.

Canaccord is working with Britain-based advisory firm Fenchurch Advisory Partners on the strategic review, which is in the ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

Fera Jeraj, Chief Technology Officer at Canaccord Genuity Wealth Management, on how AI is reshaping sector priorities ...