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privatebankerinternational
11 小时
Constellation invests in Virginia RIA Bogart Wealth
Bogart Wealth has secured a minority investment from Constellation Wealth Capital (CWC), an investor focused on the wealth ...
privatebankerinternational
10 小时
Revolut rolls out robo-advisory service in Singapore
Fintech company Revolut has introduced its Robo-Advisor service in Singapore to facilitate automated investing.
privatebankerinternational
11 小时
Wealth in 2025: what is the best strategy?
As the financial landscape evolves in 2025, wealth management firms must be at the forefront of navigating client ...
privatebankerinternational
6 小时
Bain Capital matches CC Capital’s offer in Insignia pursuit
In a statement, Bain Capital said that it intends “to acquire all of the shares in Insignia Financial by way of a scheme of arrangement (Bain Second Revised Indicative Proposal) at a price of A$4.60 ...
privatebankerinternational
1 天
Generali, BPCE announce $1.9tn global asset management JV
Generali signed a non-binding memorandum of understanding (MoU) with French banking group BPCE to combine their asset ...
privatebankerinternational
1 天
Wealth-tech Envestnet appoints new CEO
Envestnet, a US-based wealth technology solutions provider, has named Chris Todd as its new CEO. On 21 January 2025, Todd ...
privatebankerinternational
2 天
Coller Capital launches new office in Singapore
Coller Capital has expanded its global footprint by establishing a new office in Singapore, aiming to meet the needs of the ...
privatebankerinternational
2 天
Hoxton Wealth acquires UK’s Family First Financial Services
Hoxton Wealth has added over £85m ($104m) in assets to its books with the purchase of Darlington-based Family First Financial ...
privatebankerinternational
2 天
M&G Investments names new CFO
M&G has hired Marcello Arona to serve as the new chief financial officer (CFO) of its asset management division, M&G ...
privatebankerinternational
3 天
Goldman Sachs, UBS lead South America M&A financial advisory rankings in 2024
Goldman Sachs and UBS have emerged as the leading mergers and acquisitions (M&A) financial advisers in South America for 2024 ...
privatebankerinternational
3 天
Kirkland & Ellis, Demarest Advogados top 2024 M&A legal advisor rankings in South and ...
Kirkland & Ellis and Demarest Advogados have topped the mergers and acquisitions (M&A) rankings for legal advisers in South & ...
privatebankerinternational
6 天
BMO Capital Markets, Rand Merchant Bank lead MEA M&A advisory in financial services for 2024
BMO Capital Markets and Rand Merchant Bank have emerged as the leading financial advisers in the Middle East and Africa (MEA) ...
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