Carlyle Group to acquire Duff & Phelps for US$665.5 million
A consortium of financial services firm, which includes private equity firm Carlyle Group LP and Swiss private bank Pictet &…
ByMonth: December 2012
Evercore to acquire Mt. Eden Investment Advisors
Evercore Wealth Management, a unit of Evercore Partners, has agreed to acquire Mt. Eden Investment Advisors.
ByObjectway Financial to acquire Eximius from Thomson Reuters
Objectway Financial Software S.p.A., an Italian software provider for financial institutions, has agreed to acquire the eXimius business of Thomson…
ByPhilanthropy in Asia: catching up fast
With wealthy Asian families increasingly taking an interest in the area, Lombard Odier's head of philanthropy Karin Jestin looks at…
ByChase to Acquire Innovative Silicon Valley Start-Up Bloomspot, Inc., Expands Capabilities in Merchant Offers
Chase Bank USA, NA, a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) and Bloomspot, Inc. today announced that they…
ByKarin Söderqvist Lindoff appointed new Head of Carnegie Private Banking
Karin Söderqvist Lindoff has been appointed the new Head of Carnegie Private Banking in Sweden.
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UK philanthropists create 32 new grant making trusts
The Charity Commission of England & Wales registered 32 new grant making trusts created by high net worth individuals over…
BySwiss bankers charged with conspiracy to hide US money in off-shore accounts
Three Swiss bankers, believed to be from Zürcher Kantonalbank (ZKB), have been charged by US Attorney of the Southern District…
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