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privatebankerinternational
7 小时
Trump and his US tariffs: market reaction
US President Donald Trump has quickly installed US tariffs and Canada, Mexico and China, starting rumours of a full on trade ...
privatebankerinternational
6 小时
Brooks Macdonald completes LIFT acquisition
Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...
privatebankerinternational
9 小时
Wealth management platform Prosper secures $4.9m
Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...
privatebankerinternational
10 天
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
3 天
JPMorgan expands advisory team: what next?
JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...
privatebankerinternational
4 天
Wealth-tech OneVest raises $20m in Series B financing
Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...
privatebankerinternational
3 天
Wells Fargo investment banking co-CEO Jon Weiss announces retirement
Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).
privatebankerinternational
5 天
Mediobanca turns down Monte dei Paschi’s $14bn buyout offer
Mediobanca has dismissed Banca Monte dei Paschi di Siena’s (MPS) takeover proposal, citing lack of industrial and financial ...
privatebankerinternational
5 天
Wealth Partners Capital Group, HGGC invest in The Wealth Alliance
The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.
privatebankerinternational
6 天
Julius Baer chairman to step down
Swiss private bank Julius Baer’s chairman of the board of directors, Romeo Lacher, has decided not to seek re-election.
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