Wealth Management

Kingswood acquires Californian wealth management firm

• M&As
• 05 May 2020

Tilney and Smith & Williamson merger delayed due to pandemic

• M&As
• 16 April 2020

Alantra WM boosts business growth in northern Spain

• Alternative
• 27 February 2020

Generali appoints head of strategy & business accelerator for AM unit

• Equities
• 14 February 2020

BNP Paribas reshuffles top management

• Equities
• 24 January 2020

Brazilian investment bank BTG Pactual opens office in Portugal

• Equities
• 20 January 2020

Italy's IW Bank PI continues hiring spree with eight hires

• Equities
• 15 January 2020

Italian family office Tosetti Value appoints Cordusio Sim's wealth manager

• Equities
• 16 December 2019

Azimut poaches senior wealth manager from Credit Suisse Italy

• Equities
• 16 December 2019

Lombard Odier seeks to expand private banking team in Italy

• Equities
• 18 November 2019

Mirabaud expands wealth management team in Spain with hire from CaixaBank

• Equities
• 11 November 2019

Global wealth expands to $360trn, led by US and China: Credit Suisse

• Equities
• 22 October 2019

Vermeer Partners reaches £1bn AUM milestone in four months

• Equities
• 10 October 2019

Santander launches own digital bank Openbank in Germany

• Thematic
• 23 September 2019

Abante Asesores' partner joins WM business of Deutsche Bank in Spain

• Multi-asset
• 12 September 2019

Lombard Odier makes double hire to Spanish unit

• Multi-asset
• 02 September 2019

Tilney in merger talks with Smith & Williamson

• Multi-asset
• 19 August 2019

Octopus to acquire wealth technology business for £10m

• Thematic
• 15 August 2019

Lisbon-based Bison Bank names new CEO

• Multi-asset
• 23 May 2019

SEI partners with Inovéa to boost France presence

• Equities
• 07 February 2019

Westpac commits to wealth management as rivals offload

• 05 November 2018

HSBC Singapore ramps hiring to tap growing Asia wealth

• Business Development
• 26 September 2018

Fenergo expands into asset and wealth management

• Business Development
• 25 September 2018

HQ capital aims for China’s wealth market with joint venture

• 02 July 2018