Zurich boutique opens in Panama to serve LatAm
The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.
Wealth and Asset Management
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Man Group launches Capital Asset Solutions Initiative
The new initiative will be led by senior hires Dan Robinson and Stephan Muecke.
ZEDRA bolsters Pension Services offering with acquisition
ZEDRA’s Pension Services now consists of five offices in London, Reading, Leeds, Birmingham and St Albans and increases headcount to 70 dedicated Pensions experts and support staff.
Mercer Advisors acquires wealth management firm
AExpands Mercer Advisors' Florida and Northeast Presence
PineBridge Strengthens Wealth Management Ranks in Asia
PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.
Swissquote is expanding beyond Switzerland
With this transaction, Swissquote will become the leading online trading and investment bank in Luxembourg, confirming its ambitious strategy in Europe.
British fund manager abrdn seeks China wealth management partner – chairman
China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year
Zug firm buys four German WMs in DACH consolidation plan
As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.
StanChart Mulls Wealth Management Unit in China Expansion
The London-headquartered bank worked with a consulting firm last year on a feasibility study, according to people with knowledge of the matter.
Zug WM consolidator buys IAM and plans wave of acquisitions
Since 2018, Qaestor Coach has bought and merged seven wealth managers in the Dutch market.
Mercer Advisors Acquires wealth management firm
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence