Credit Suisse reaches settlement to use First Boston name for investment bank spinoff
Credit Suisse has reached an agreement with the owner of the First Boston brand to use the name for its…
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Indosuez Wealth Management rolls out new digital platform
Indosuez Wealth Management has introduced a new digital platform that will give clients access to its investment portfolio independently. The…
SS&C Technologies buys CFO Fund services to boost position in family office space
Financial technology firm SS&C Technologies has purchased Complete Financial Ops (CFO) Fund Services for an undisclosed sum. Based in Colorado,…
Wealth manager Bartlett adds Regent Investment Management
Focus Financial Partners has reached a definitive agreement to add Regent Investment Management into the portfolio of its partner company…
Silicon Valley Bank appoints new private banking and wealth head
US-based Silicon Valley Bank (SVB) has appointed Erin Platts as head of its private banking and wealth management business. Platts,…
Investcorp purchases Marble Point Credit Management in US
Bahrain-based alternative investment firm Investcorp has brokered a deal to purchase Marble Point Credit Management, a US-based collateralised loan obligation…
Mercer Advisors snaps up Regis Management Company
Mercer Advisors has continued its acquisition spree with the purchase of Regis Management Company, a wealth management company with $5bn…
Family office services firm Pathstone integrates with Willow Street
Pathstone, a partner-owned advisory firm offering family office services, has merged its business with American trust and fiduciary services provider…