All articles by Patrick Brusnahan
Patrick Brusnahan
Editor of Private Banker International.
Y TREE: transparency, efficiency and meaning
Clients demand choice when it comes to their money. They do not want to be told what they can invest in, they want to say what they invest in. So how do you deliver choice to clients?
Universal Investment launches joint venture with Alumia
Universal Investment Group has announced the launch of joint venture Alumia.
William Blair expands private capital advisory with hires
Boutique wealth management firm William Blair has hired Jerome Wallace and Brian Williams to lead its fund placement and advisory practice.
Mediobanca appoints deputy general manager before 2024 push
The Mediobanca Group has boosted its wealth management arm with the hiring of Carlo Giausa as deputy general manager and central manager of wealth management, advisory & services
WRISE makes senior appointments to bolster business
WRISE Group has made two senior appointments to strengthen its commitment to core business fundamentals.
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HSBC launches $1bn climate tech funding initiative
HSBC has announced its plans to make $1bn of financing available to early-stage climate tech companies around the globe.
Eastern Bank to merge with Cambridge Bancorp
Eastern Bank and Cambridge Bancorp, the parent company of Cambridge Trust, have entered into a definitive merger agreement.
JTC appoints US director of sustainability services
JTC Group has hired Ed Smith, Ph.D. as a director in its sustainability services (US).
BlackRock enters Allfunds Alternative Partners programme
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).
Mattioli Woods snaps up Opus Wealth Management
Mattioli Woods and its subsidiary have acquired 100% of Opus Wealth Management.