Sources close to the company say the clearing and custody firm has let go of its business consulting group and half a dozen people in its product group, just a week after its annual INSITE conference.
According to the new Capgemini World Wealth Report, advisors and family offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.
The staffers, all in the firm’s wealth- and investment-management unit, were “discharged after review of allegations involving simulation of keyboard activity creating impression of active work.”
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