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privatebankerinternational
16 小时
Sequoia Financial expands west with Eide Bailly acquisition
Akron-based Sequoia Financial Group targets western US growth after acquiring $1.6bn in assets from Eide Bailly's practice.
privatebankerinternational
17 小时
Saxo Bank launches 2025 Outrageous Predictions
Saxo Bank’s Chief Macro Strategist, John Hardy discusses this year’s outrageous predictions with RBI editor Douglas Blakey ...
privatebankerinternational
19 小时
Masttro launches next-generation wealth management platform
Masttro has launched a next-generation wealth management platform to better manage wealth data for family offices, registered ...
privatebankerinternational
20 小时
Blackstone announces changes to leadership team
Blackstone has announced changes to its leadership team and the introduction of new functions aimed at enhancing client ...
privatebankerinternational
1 天
Söderberg & Partners invests in three further advisory firms
Söderberg & Partners has revealed investments in three new IFA firms as part of its strategy to support small businesses in ...
privatebankerinternational
1 天
Brooks Macdonald to purchase Lucas Fettes
Brooks Macdonald Group has announced the acquisition of Lucas Fettes Financial Planning, a Norwich-based provider.
privatebankerinternational
1 天
JPMorgan Chase Bank faces $1.78m penalty in Singapore for OTC misconduct
The Monetary Authority of Singapore (MAS) has levied a civil penalty of S$2.4m ($1.78m) on JPMorgan JPM for failing to ...
privatebankerinternational
1 天
State Street Global Advisors names Dohei Echizenya as Japan head
State Street Global Advisors, the asset management business of State Street, has announced the appointment of Dohei Echizenya ...
privatebankerinternational
1 天
Paragon Capital bolsters Singapore advisory team with senior hire
Paragon Capital Management (PCM), a boutique asset manager, has announced the appointment of JC Chong as managing director ...
privatebankerinternational
2 天
MAPFRE AM partners with BlackRock Aladdin for digital investment shift
Mapfre AM, the asset management division of the MAPFRE Group, has embarked on a major digital transformation by adopting BlackRock’s Aladdin platform. This move positions MAPFRE AM as the first ...
privatebankerinternational
4 天
Standard Chartered expands wealth planning team
Standard Chartered Global Private Bank has bolstered its wealth planning and family advisory services by appointing new ...
privatebankerinternational
4 天
AI wealth tech Range obtains $28m in Series B funding round
The all-in-one AI WealthTech platform, Range has received $28m in Series B fundraising, with Gradient Ventures and other ...
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