- Act Analytics launches a new ESG portfolio analytics platform for RIAs.
- ETHIC, a Wealth Bank, launched in Boston.
- Wickham Cash Partners joins UBS Private Wealth.
- Fiduciary Trust acquires Pennsylvania Trust.
- Creative Planning acquires Stratford Consulting.
- Cerity Partners merged with Sullivan & Serwitz.
Act Analytics
Act Analytics, an investment analytics technology platform, announced the launch of a new environmental, social and governance (ESG) portfolio analytics platform that will enable registered investment advisors (RIAs) to compare, contrast and construct customized ESG portfolios for their clients.
ETHIC
ETHIC, a Wealth Bank, with headquarters at 125 High Street in Boston, announces its inception. ETHIC offers banking and wealth management solutions with client service supported by technology.
UBS
Wickham Cash Partners, a 17-member team with $10 billion in assets under management, has joined UBS. They will report to Julie Fox and Brendan Graham and will be based in UBS Wealth Management’s Charlotte office run by Ron Fleischman. All together, the firm’s wealth managers represent 225 years of experience in the industry.