12/20/2021
Under the terms of the agreement, BMO will acquire Bank of the West for a cash purchase price of US$16.3 billion, or US$13.4 billion net of estimated US$2.9 billion of excess capital (at closing) at Bank of the West.
12/17/2021
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management
12/17/2021
"Destiny Private Trust" Built on the Nation's Largest Advisor-Owned, Independent Trust Platform
12/17/2021
Developing and maintaining close, multigenerational relationships with our clients and their families, and helping to strengthen their wealth transfer strategies, is a deeply personal process that is foundational in our firm.
12/16/2021
Vontobel will combine SFA and VSWA, its existing business serving North American Wealth Management clients.
12/16/2021
EFS offers a broad range of services in the alternative assets space, including accounting, reporting and administrative services to investment partnerships and their investment managers.
12/16/2021
Fast-Growing, Multi-Custodial, Advisor-Owned RIA Perigon Leverages Powerful Financial Business Growth Platform to Expand West Coast Presence and Position Firm for Future M&A
12/16/2021
‘We want to be a reference for Latin American families as a firm specialized in global wealth advice,’ said Gómez.
12/15/2021
In Miami, it plans to employ client advisers while booking wealthy individuals' money out of Switzerland, as it does for clients in its New York office.
12/15/2021
Professional Services Provider Expands Network, Serving Nearly $3.5 Billion of Client Assets
12/15/2021
Worldsource will offer platform as an enterprise-wide solution to entire Wealth Management segment
12/15/2021
Apex was appointed in recognition of its ability to provide a full suite of services across fund administration, corporate services and depositary to Compass Group’s funds, augmented by additional tailored solutions that meet Compass Group’s r
12/14/2021
All financial amounts in Canadian dollars unless stated otherwise.
12/14/2021
Making the case for a transformed business model.
12/14/2021
Apex’s fund administration services are the foundation of its single-source solution.
12/10/2021
Addition of Six-Advisor Practice Will Bring Wealth Enhancement Group's Total Client Assets to More Than $55 Billion
12/10/2021
The firm is known for its holistic wealth management and planning, which integrates the totality of the financial planning processes.
12/10/2021
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
12/10/2021
Sivel Capital Management assumed the Mariner Wealth Advisors name when the deal closed on Nov. 30, 2021.
12/10/2021
Canada’s Top Wealth Advisors is a new annual ranking program, produced by The Globe and Mail and SHOOK Research.