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privatebankerinternational
16 小时
MetLife signs deal to acquire asset manager PineBridge
MetLife Investment Management (MIM), the institutional asset management business of US insurance giant MetLife, has agreed to ...
privatebankerinternational
16 小时
Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency
Pulse360, a provider of wealth management solutions, and software company Holistiplan have unveiled Dynamic SmartFields, a ...
privatebankerinternational
1 天
BBVA takeover of Banco Sabadell clears ECB hurdle
The European Central Bank (ECB) has approved BBVA’s proposed acquisition of Banco Sabadell, marking a critical milestone in the merger of two major Spanish banks. BBVA Chair Carlos Torres Vila hailed ...
privatebankerinternational
1 天
Focus partner firms Brownlie & Braden and Prairie Capital merge
Wealth management firm Focus Financial has announced merger of its partner firms Brownlie & Braden and Prairie Capital ...
privatebankerinternational
1 天
BNP Paribas enters deal to acquire AXAInvestment Managers
BNP Paribas Cardif, part of French banking group BNP Paribas, has entered a share purchase agreement to acquire AXA’s asset ...
privatebankerinternational
5 天
Summit makes minority investment in Gordon Asset Management
New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...
privatebankerinternational
4 天
TA Associates to invest in New Zealand wealth manager Craigs
American private equity house TA Associates has agreed to invest in New Zealand-based wealth management company Craigs ...
privatebankerinternational
4 天
Orion enters deal to buy wealthtech Summit Wealth Systems
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
privatebankerinternational
5 天
Titan Wealth expands with acquisition of Independent Wealth Planners
Wealth management Titan Wealth has acquired Independent Wealth Planners (IWP), a UK financial planning provider, subject to ...
privatebankerinternational
6 天
Financial professionals anticipate bonuses surge in 2025
Financial services professionals worldwide are bracing for a significant boost in bonuses in 2025, with an average expected ...
privatebankerinternational
5 天
Merit Financial Advisors acquires Oregon’s Roth Asset Management
Atlanta, Georgia-based wealth management firm Merit Financial Advisors has expanded in the Pacific Northwest with the ...
privatebankerinternational
7 天
UAE family offices to take centre stage in global wealth management
From regulatory advancements to next-gen sustainability priorities, UAE family offices are leading a change in global wealth ...
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