Sanctuary Wealth Welcomes Mesa Pointe Wealth
Texas-based team with $120 million AUM joins from Edward Jones and chooses partnered independence with Sanctuary
Wealth and Asset Management
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Credit Suisse’s Uetlihof Attracting South Korean Investors
As finews.com previously reported, the owners' asking price is said to be 1.3 billion Swiss francs.
Deutsche boosts int’l private bank with hires from Citi, BNY and PNC
Zann was previously a relationship manager covering institutional commercial real estate developers and private equity funds at PNC.
GAM Holding AG provides an update on the Group’s expected first half 2022 results
The Group expects to report an underlying loss before tax of approximately CHF 15 million compared to a CHF 0.8 million profit for the first half of 2021.
Morgan Stanley Investment Management and iCapital expand partnership
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
Harwood Wealth Management Group Ltd to rebrand as Argentis Group Ltd
As part of that acquisition, it was agreed that the Harwood brand would be returned to its original owners after a transitional period.
Union Bancaire Privée: First half-year results 2022
Revenues rose by 10.5% from CHF 562.1 million in the first half of 2021 to CHF 620.9 million in the first half of 2022.
Northern Trust Front Office Solutions Enhances Liquidity Management Solutions for Asset Owners
The new tool offers improved customization, efficiency and visualization for complex asset allocators.
DBS named 'World's Best Digital Bank' By Euromoney for second time
Also clinches three first-time awards at Euromoney's Awards for Excellence 2022 – World's Best 'Financial Innovation of the year', 'Asia's Best Bank for Wealth Management' and 'Best Bank in Hong Kong
UBS, Citi Among Banks Hit by Asia Rich Clients’ Pullback
China’s crackdown on private enterprise has roiled markets
Carey Olsen leads offshore firms in Chambers High Net Worth 2022
Carey Olsen Bermuda's trusts and private wealth practice is described as 'a top firm for complex and sophisticated matters' and praised for its 'strong private client team that is able to handle complex matters'.
Wealth Enhancement continues acquisition spree with Titus Wealth buyout
Titus Wealth is said to manage over $776m in client assets, of which $202m are brokerage assets supervised by LPL Financial, a separate unit from Wealth Enhancement Group.