Wealth Management
Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
Mirabaud sets sights on Latin America
Elsewhere, LGT opens Thai office and Swiss asset manager to break into Italian retail sector
Wealth manager not stopping after 33rd acquisition
While another UK firm has joined the M&A market after receiving funding from SME Capital
Chinese bank’s wealth arm gets green light
The country’s regulator said wealth operations help ‘meet diverse financial needs’
UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets