Wells Fargo ramps up adviser recruitment after wealth overhaul – report
Wealth Management & Private Banking
Wealth manager Kingsview Partners lands investment from FTV Capital
The deal will support Kingsview’s expansion, including efforts to add more advisers, and develop its technology.
Victory Capital enters $7bn deal to buy First Eagle Investments
Vanguard agrees to acquire wealth tech platform Altruist
Edmond de Rothschild names new global CIO and equities co-head
Ranjit Khanna to head EFG International’s Dubai Advisory Office
JPMorgan softens stance on share-backed loans to target AI-era wealth – report
