Sun. Nov 9th, 2025
Sun. Nov 9th, 2025
Sequoia’s stealthy wealth management fund shakes up its portfolio
Sequoia’s stealthy wealth management fund shakes up its portfolio

Sequoia Cash, a single of Silicon Valley’s premier enterprise companies, has quietly built a $14bn fund to invest the prosperity of its associates and start-up founders. Now the fund’s supervisors…

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Credit Suisse hires former AMP chief to lead wealth management
Credit Suisse hires former AMP chief to lead wealth management

Credit Suisse has hired the former chief executive of Australian finance group AMP to run its revamped wealth management division, as the Swiss lender tries to win market share from…

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Wealth Enhancement Group Acquires Vivid Financial Management
Wealth Enhancement Group Acquires Vivid Financial Management

Wealth Enhancement Group is acquiring Vivid Financial Management, a hybrid RIA based in central California with $674 million in client assets under management, the firm announced. The acquisition will push WEG’s…

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Scotia Wealth Management to sponsor Chile Open
Scotia Wealth Management to sponsor Chile Open

SANTIAGO, Chile and TORONTO, Ontario–Scotiabank (TSX: BNS) today announced that the Bank has become the title sponsor of the Scotia Wealth Management Chile Open. This PGA TOUR Latinoamérica event takes…

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InfraSight and Grid Dynamics Bring New Observability to IT Financial Management
InfraSight and Grid Dynamics Bring New Observability to IT Financial Management

CHARLOTTE, N.C. & CALGARY, Alberta–(BUSINESS WIRE)–InfraSight Software Corporation (InfraSight) and GRID Dynamics, Inc. (GRID) have agreed to integrate InfraSight’s Inframeter™ technology with GRID’s industry-leading Financial Planning & Analysis (FP&A) and…

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RBC Wealth Management Moved To A Modern Integrated Platform As Covid-19 Hit
RBC Wealth Management Moved To A Modern Integrated Platform As Covid-19 Hit

By integrating systems and unifying data across 26 siloed legacy services, RBC Wealth Management — U.S. has reduced new client onboarding from several days to an average of 24 minutes,…

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