privatebankerinternational3h
EP Wealth acquires Michigan’s Executive Wealth Management
EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...
privatebankerinternational4h
AmeriFlex Group caps record year with $3.4bn in assets
The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...
privatebankerinternational5h
Pettinelli Financial Partners overhauls leadership and service model
Independent wealth manager completes a multi-year reorganisation, introducing a team-based approach and 100% employee ...
privatebankerinternational6h
BTG Pactual to acquire Julius Baer’s Brazilian wealth unit
BTG Pactual has sealed a deal to buy Swiss private banking group Julius Baer’s Brazilian domestic wealth management ...
privatebankerinternational6h
Singaporean asset manager Paragon gets licence for Hong Kong business
Paragon Capital Management has opened for business in Hong Kong after secured licences for Type 4 and Type 9 activities in ...
privatebankerinternational6h
Iowa State Bank partners with Osaic to boost financial services
Iowa State Bank, an 80-year-old community bank managing $450m in assets, has joined forces with Osaic, a provider of wealth ...
privatebankerinternational2d
Vontobel: usage to increase as the world aims for sustainability
At the 9th Annual Private Banking Conference & Awards Switzerland 2024 event, hosted in Zurich, Dr Reto Cueni, chief economist at Vontobel, spoke on the long road to sustainability. Sustainability and ...