CD Valet was launched in 2021 by Seattle Bank as a CD marketplace across five western states, but later expanded to cover the nation. It is run by founder and chief executive John Blizzard.

A trio of experts discussed the potential endgame for large RIAs at Citywire's inaugural CEO Summit on Tuesday.

Advisers broadly welcomed the move, but cautioned on the growing disparity between advised and non-advised savers and ...

Pershing is rolling the ‘strongest and most innovative components’ of Wove into its wealth solutions platform, a spokesperson for Pershing parent company BNY confirmed. In addition, Ainslie Simmonds, ...

Luxembourg’s state-owned bank, Spuerkeess has appointed Benoît Elvinger as its new CEO, with effect from 1 October.

Private markets infrastructure provider PM Alpha is targeting Switzerland's wealth managers and private banks, CEO Tom Douie tells Citywire.

STOCKHOLM: Four of the region's top fund buyers outlined what they feel the biggest threats and opportunities are over the next six months.

Capital introduction is a key part of the firm's prime services offering, and connects hedge fund managers with investment ...

Goldman Sachs Private Credit fund has once again had redemption requests come in below the quarterly 5% limit, in contrast to a number of rivals. Investors sought to withdraw just 2.03% of shares from ...

Liontrust was one of the strongest performers on the UK market in a positive morning that was lifted by an upward revision in second quarter growth.

The US Research Fund has raised more than $5bn from international investors since its launch in April last year. Over the past 12 months, it recorded the highest inflows of any actively managed US ...

David Weintraub joins Syz Capital as the former alternatives business of the Syz Group pivots to focusing only on private ...