All articles by Patrick Brusnahan
Patrick Brusnahan
Editor of Private Banker International.
Tatton launches MPS money market portfolio
Tatton Investment Management, the asset management firm as Tatton Asset Management, has launched money market portfolios in its managed portfolio services (MPS).
PBI exclusive webinar for members: is crypto the next big investment?
A preview of the latest PBI webinar: Is Crypto Set to be the Next Big Investment is now available with the full broadcast online for members
Wealth managers who don’t evolve their engagement strategy will be wiped out in 20 years
The “Great Wealth Transition” has arrived. The shift, expected to amount to an astounding $84trn over the next two decades, is set to place Gen Xers and Millennials in control of half the world’s wealth by 2030.
Seventy Ninth expands into the US
UK-based asset manager Seventy Ninth Group has increased its international footprint by expanding into the US.
Abacus Life appoints chief revenue officer
Abacus Life has chosen Seth Miller to be its chief revenue officer.
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JPMorgan and Goldman Sachs top M&A charts by value and volume in H1 2023
JPMorgan and Goldman Sachs were the top M&A financial advisers in the financial services sector in H1 2023.
VonLehman launches wealth management firm
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
AltTab Capital hires crypto trader and options specialist
Cryptocurrency and digital assets hedge fund AltTab Capital has hired Nick Tsui as crypto trader and options specialist.
Generation ‘influencer’? How millennials are swaying their family fortunes
Over the next two decades an almost incomprehensible sum of $84trn is projected to flow from the baby boomers to their millennial children.
Kore gains £2.4m from Wealth Club investment
Regtech Software-as-a-Service platform Kore has raised close to £2.4m ($3.1m) from Wealth Club members.