Wealth Management & Private Banking
Creative Planning adds $2.2bn in assets with Rockbridge purchase
The transaction incorporates approximately $2.2bn in assets under management and 23 employees into Creative Planning.
Beacon Pointe snaps up ACT Wealth Management
Bluespring Wealth acquires $920m Whitaker-Myers wealth arm
Aprio acquires Garner Asset Management to enter Dallas-Fort Worth
J.P. Morgan expands UAE footprint with DIFC private bank branch
ING expands private banking services to Spain and Italy
