Itaú Private Bank reshuffles Miami execs in int'l strategy shift
The Brazilian group has effectively split its commercial efforts into two fronts: commercial strategy and commercial distribution.
Wealth and Asset Management
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Julius Baer acquires stake in GROW Investment Group
The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.
Kleinwort Hambros launches real assets fund with energy edge
Moorea Real Asset fund will invest in infrastructure and property assets.
Gilson Gray Financial Management swallows East Lothian peer in seven-figure deal
Gilson Gray Financial Management has acquired North Berwick-based Wallace Financial Planning in a seven-figure deal.
Evelyn Partners eyes Scotland expansion by signing deal for new Glasgow office
The merged group has deep roots in Glasgow with Smith & Williamson having been founded in the city in 1881.
The Ties Binding Philipp Rickenbacher and Grégoire Bordier
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
Sanlam Wealth rebrands to Atomos
The rebrand was announced earlier this year.
Credit Suisse Investment Banking Exit Triggers Turf Battle
The gap left by Credit Suisse in its hedge funds and institutional investor business will not remain filled for long.
BNP Paribas Wealth Management maintains its winning momentum with 5 more recognitions
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
She’s part of a division that’s a priority for the biggest US bank.
Chambers High Net Worth 2022 Recognizes Morgan Lewis for Private Client Work
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
Oberon Investments appoints “Wealth Manager of the Year”
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.