Modern Wealth buys California advisory firm Kaye Capital Management
Wealth Management & Private Banking
Fi3 Advisors, Opto partner to streamline private markets investing
The collaboration aims to improve Fi3's private markets programme by developing a customised annual vintage funds programme for clients.
HSBC appoints new global head of Investments and Managed Solutions
Egon Zehnder acquires The Prince Houston Group
L1 Capital, Platinum Asset Management enter merger deal
Deutsche Bank consolidates wealth services for enhanced client focus
Constellation Wealth Capital to pick minority stake in Merit Financial
