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privatebankerinternational
13 小时
Wealth Partners Capital Group, HGGC invest in The Wealth Alliance
The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.
privatebankerinternational
13 小时
Mission Wealth acquires Houston advisory firm Logic Capital
Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.
privatebankerinternational
1 天
Mediobanca turns down Monte dei Paschi’s $14bn buyout offer
Mediobanca is focused on its “2023-26 Strategic Plan,” which has driven growth in wealth management and corporate and investment banking. Credit: Piotr Swat/Shutterstock. Italian investment bank ...
privatebankerinternational
1 天
360 One WAM enters deal to buy India’s Batlivala & Karani Securities
Indian wealth manager 360 One WAM has sealed a deal to acquire Batlivala & Karani Securities India (B&K) and Batlivala & ...
privatebankerinternational
1 天
Delta Capita and HSBC sign multi-year deal for OTC derivatives services
Delta Capita has secured a multi-year agreement with HSBC to deliver global OTC derivatives confirmation and settlement ...
privatebankerinternational
1 天
Arax buys Colorado RIA Cedrus Financial
Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) based in Littleton, Colorado.
privatebankerinternational
1 天
Julius Baer chairman to step down
Swiss private bank Julius Baer’s chairman of the board of directors, Romeo Lacher, has decided not to seek re-election.
privatebankerinternational
2 天
UBP registers 15% profit growth in 2024
Union Bancaire Privée (UBP) reported a group profit of CHF257.4m ($283.9m) in 2024, a 15% increase from CHF223.8m ($246.8m) ...
privatebankerinternational
2 天
Stablecoins on the rise in wealth management: the Xapo Bank view
The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and ...
privatebankerinternational
2 天
Thesis snaps up fund solution business from Evelyn Partners
Evelyn Partners Group has agreed to sell its fund solutions arm, operated by EPFL, to Thesis Holdings. The deal is expected ...
privatebankerinternational
2 天
Carlyle names new head for APAC Global Wealth division
Investment company Carlyle has appointed Brad McCarthy as the managing director and head of Asia Pacific for its Global ...
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