privatebankerinternational54m
Merrill Wealth Management forms advisory group to serve UHNW clients
Merrill Wealth Management, a division of Bank of America, has established its ultra-high-net-worth (UHNW) advisory group.
privatebankerinternational1h
BlackRock to trim staff headcount by nearly 1%
US-based asset manager BlackRock is reducing its employee headcount by approximately 1%, affecting around 200 employees.
privatebankerinternational2h
Palmer Square to launch Europe-based CLO-focused ETFs
Global structured Palmer Square Capital Management introduces three innovative ETFs targeting European institutional ...
privatebankerinternational22h
EP Wealth acquires Michigan’s Executive Wealth Management
EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...
privatebankerinternational23h
AmeriFlex Group caps record year with $3.4bn in assets
The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...