privatebankerinternational

EP Wealth acquires Clearview Wealth Advisors

EP Wealth will provide Clearview’s team with access to its extended planning, tax, and investment resources. Credit: CrizzyStudio/Shutterstock.com. US-based ...
privatebankerinternational

Switzerland’s enduring role in global wealth management

Switzerland remains the world’s leading center for wealth management, according to August Benz, deputy CEO and head of international & transformation at the Swiss Banking Association, who says the ...
privatebankerinternational

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

The acquisition further extends the firm’s reach in California and increases its assets under management to over $131.2bn. Credit: earthphotostock/Shutterstock.com ...
Private Banker International

Axis Bank to add 50 private bankers to expand wealth management operations

Axis Bank is reportedly planning to recruit 50 private bankers as part of its strategy to expand its wealth management ...
Private Banker International

Revolut to recruit new team to expand wealth management offering

Revolut has announced plans to form a private markets team to expand its wealth management services, according to a Bloomberg ...
privatebankerinternational

The Shape of Finance in 2026: How AI, ESG, and Global Risk Are Redefining Banking and Investment Strategy

The important thing is that in 2026, AI is at the point when it will have to define its mission and compliance with the thesis of its universal applicability, challenging the fact that it can ...
Private Banker International

Hamilton Lane to distribute private-market funds in Taiwan – report

Hamilton Lane, a US-based asset management firm, is set to distribute all six of its open-ended private-market funds in ...
privatebankerinternational

Citi’s investment management unit head joins BlackRock – report

Citi’s private banking clients who were previously managed by CIM will continue to receive services from Citi private bankers. Credit: Yau Ming Low/Shutterstock.com. Citi’s investment management unit ...
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Q&A with: L.E.K Consulting

Anika Sidhika: What has been the defining themes in private banking over the past year? Amit Gujar: “Realising value from AI remains a challenge. Around 70% of financial institutions still struggle to ...
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Aberdeen Investments to acquire $2bn CEF assets from MFS

Nine MFS funds and one Aberdeen CEF will be consolidated into two active CEFs. Credit: napaporn sawaspardit/Shutterstock.com. UK-based Aberdeen Investments has signed ...
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Barclays makes strategic investment in United Fintech

Barclays will join United Fintech’s Board of Directors. Credit: benkew95/Shutterstock.com. UK-based lender Barclays has made a strategic investment in United Fintech, becoming the fifth international ...
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Mitsui Sumitomo acquires 12.5% stake in W. R. Berkley

The Berkley Family will continue to have two members serving as directors on the board. Credit: Piotr Swat/Shutterstock.com. Japanese property and casualty insurer Mitsui Sumitomo Insurance (MSI) has ...