Thu. Nov 20th, 2025
Thu. Nov 20th, 2025
Credit Suisse hires former AMP chief to lead wealth management
Credit Suisse hires former AMP chief to lead wealth management

Credit Suisse has hired the former chief executive of Australian finance group AMP to run its revamped wealth management division, as the Swiss lender tries to win market share from…

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Private equity pursues investment advisers for returns and fresh capital
Private equity pursues investment advisers for returns and fresh capital

Private equity firms, among the world’s largest custodians of institutional money, have been buying up companies that advise individuals on their wealth, Art Of Landscaping. The number of private equity…

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Zoe Announces Their Partnership With Forum Financial
Zoe Announces Their Partnership With Forum Financial

NEW YORK, Dec. 10, 2021 (GLOBE NEWSWIRE) — Zoe, a digital wealth platform that connects clients with fiduciary financial advisors, just announced a new partner joining their exclusive advisor Network.…

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Wealth Enhancement Group Acquires Vivid Financial Management
Wealth Enhancement Group Acquires Vivid Financial Management

Wealth Enhancement Group is acquiring Vivid Financial Management, a hybrid RIA based in central California with $674 million in client assets under management, the firm announced. The acquisition will push WEG’s…

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Scotia Wealth Management to sponsor Chile Open
Scotia Wealth Management to sponsor Chile Open

SANTIAGO, Chile and TORONTO, Ontario–Scotiabank (TSX: BNS) today announced that the Bank has become the title sponsor of the Scotia Wealth Management Chile Open. This PGA TOUR Latinoamérica event takes…

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Billionaires’ Wealth Surged to Record During Pandemic
Billionaires’ Wealth Surged to Record During Pandemic

(Bloomberg) — The share of global wealth held by billionaires surged to a record during the Covid-19 crisis, according to a group founded by French economist Thomas Piketty.  About 2,750…

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