Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

NEW YORK, N.Y. – Oct. 25, 2018–Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, and UBS (NYSE:UBS), the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will…

Maitland launches South African multi family office as HNWIs look to move wealth offshore

The global trust and administration firm Maitland has announced it is launching a multi-family office to service high net worth families, individuals and entrepreneurs in South Africa. In setting up the offering, Maitland acquired Talaria, a Johannesburg-based fiduciary business set up by Cheryl Howard. Howard will now lead the fiduciary team at Maitland’s family office.…

UBS Group AG: UBS Europe SE completes acquisition of Nordea’s Luxembourg-based private banking business

As announced in January 2018, the transaction covers the acquisition of part of Nordea Bank’s business and its integration onto UBS’ platform, thereby providing clients access to its global offering and local expertise. The decision followed a thorough strategic review of Nordea’s Private Banking International activities. The strategic review was part of the transformation of…