All articles by Patrick Brusnahan
Patrick Brusnahan
Editor of Private Banker International.
Wells Fargo Wealth sees revenue drop but assets rise in Q2 2023
The wealth and investment management arm of Wells Fargo saw revenue drop 2% year-on-year in Q2 2023, from $3,705m to $3,681m.
Pallas Capital Advisors absorbs $175m wealth management team
Pallas Capital Advisors has acquired a financial planning team, led by Damien DePeter and Michael McCarthy.
CAPTRUST acquires Southern Wealth Management
CAPTRUST Financial Advisors has added Southern Wealth Management to its company.
InvestCloud appoints president and CFO
SaaS firm for wealth management InvestCloud has hired Heather Bellini as its president and chief financial officer.
Evelyn Partners adds to Bristol financial planning team
Wealth management group Evelyn Partners has made a senior appointment to its Bristol office.
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Hub International swoops up Golden Corner Wealth Advisors
Insurance brokerage Hub International has acquired the assets of Golden Corner Wealth Advisors.
Quintet and BlackRock partner to expand range of investment tools
Luxembourg-based Quintet Private Bank has signed a memorandum of understanding with BlackRock.
Deal focus: Titan Wealth gains £2.6bn in MPS portfolios with Square Mile capture
Titan Wealth snaps up investment research and consultancy firm Square Mile, subject to regulatory approval.
WTW hires leader for private assets and capital management team
WTW has announced the appointment of Anthony Plotnek to lead the firm’s private assets and capital management (PACM) team.
REYL Intesa Sanpaolo picks up Carnegie Fund Services
REYL Intesa Sanpaolo has announced the acquisition of Carnegie Fund Services, a Swiss Fund Representative.