Julius Baer announces board overhaul
Wealth Management & Private Banking
WisdomTree to acquire London’s Atlantic House for $200m
WisdomTree aims to increase its presence in the UK and add new capabilities in investment, ETFs and derivatives.
Creative Planning buys Seattle RIA Duncan & Haley
Adrish Ghosh named Barclays Private Bank India head
Merit Financial Advisors buys Yeomans Consulting Group
Rise Growth Partners invests in Florida RIA Cyndeo
Monte dei Paschi and Mediobanca approve full merger plan
