Canaccord expanding U.S. capital markets biz with Sawaya buy
Canaccord’s U.S. capital markets business has been expanding since 2019 and is a “growing” revenue contributor
Wealth and Asset Management
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Wealth Management: Industry Trends, New Priorities, and Major Shifts
Wealth management companies are now focusing their priorities in the current economic climate to thrive.
Century Private Wealth Launches Middle East's First Nasdaq Licensed Fund
The fund aims to outperform the Nasdaq 100 technology index through a blend of active and passive management. – by SUNIL SINGH
AssuredPartners Announces Acquisition of Medallion Wealth Management, Inc.
The firm currently reports $3 million in annualized revenues.
Julius Baer Supplants UBS at Flagship Music Festival
The fabled 55-year-old festival is exactly the type of star-studded event that works well for companies like UBS to sponsor: the city of roughly 24,000 boasts several luxury hotels.
Scotia Wealth Management recognized as best private bank in Canada
This year's two awards follow country-specific wins in the Bahamas and Peru for Scotia Wealth Management in 2021.
Barclays Gets Australian Banking Licence in Expansion Push
Record low interest rates globally have also prompted the world's top banks to look for more fee-generating avenues and expand into other markets, with London-listed HSBC stepping up its focus on Asia this year to boost growth.
BMO Financial Group accelerates North American growth with strategic acquisition
Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.
PKB to take on Quintet private bank Switzerland clients
As a result, Quintet’s private banking clients in the country will be able to transfer their assets to PKB.
2021 In Charts by Mirabaud
The EU is not exempt from the issues facing the rest of the world.
Succession Wealth buys two south west advice firms
Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.
Butterfield to become a local bank in Guernsey
BUTTERFIELD is on a journey to become a ‘full service’ local bank for Guernsey – with mortgages introduced, deposit products launching and credit card plans for the future.