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Rathbones now live with Iress’ Xplan


06 August 2024 UK
Reporter: Klea Neza

Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment
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Investec selects Doomernik to lead TRS team


05 August 2024 Netherlands
Reporter: Daniel Tison

In this newly created role, Tom Doomernik will be responsible for building the bank’s client book in the Netherlands and creating a team on the ground
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Tradeweb completes acquisition of ICD


02 August 2024 US
Reporter: Daniel Tison

With this move, Tradeweb adds corporate treasury professionals as a fourth client channel, complementing its existing focus on institutional, wholesale and retail clients
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ISI Markets acquires EPFR


02 August 2024 UK
Reporter: Clelia Frondaroli

The acquisition will expand ISI Markets’ dataset to include investor sentiment insights, as well as enhance clients ability to track money movements across North American regions