Fieldpoint Private expands
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management
Wealth and Asset Management
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Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather
The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.
UBS Weighs Continuing the Fight in France
The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.
Mattioli Wood eyes more acquisitions as integrations are on track
Over 10% organic revenue growth
Van Lanschot Kempen sells Global Property Research BV to Solactive
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.
Merchant Investment Management Expands Internationally with Partnership
Deal to propel strategic opportunities in the US, in Latin America, Europe and Asia
António Horta-Osório Bumbles Through Minefield
Horta-Osório's role as a cleaner-upper is undermined by the daily media drip-feed, which often portrays him as tone-deaf to Swiss cultural mores.
Swiss private bank to acquire UBS’s Swiss Financial Advisers business serving US clients
Will combine SFA and VSWA, its existing business serving North American Wealth Management clients.
Credit Suisse's Top Tier Under Attack
People with knowledge of the matter gave finews.com a different narrative.
Perigon Wealth Management Announces Merger
Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A
New research highlights wealth manager interest in private assets
The research, conducted by the Investment Association and Goji, a provider of regulated platform technology
UBS in talks with China Life for China asset management
Both sources declined to be identified on grounds of the confidentiality of the talks.