News, Comment & Analysis results for Petra Funds Group

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

People Moves
October 30, 2024

Summary Of North American Wealth Management Senior Moves – August 2024

A roundup of senior moves in the North American wealth sector during August. While traditionally a

People Moves
October 3, 2024

Who’s Moving Where In Wealth Management? – Wealth Consulting Group, Schroders, Others

The latest senior moves, appointments and adjustments in wealth management roles across North

People Moves
August 2, 2024

Who's Moving Where In Wealth Management? – Raymond James, Petra, Ameriprise

The latest senior moves, appointments and changes in wealth management roles across North America.

People Moves
July 29, 2024

Summary Of Executive, Senior Moves In North American Wealth Management - May 2024

A summary of moves in the North American wealth sector during May this year.

People Moves
May 13, 2024

Who's Moving Where In Wealth Management? – Petra, PGIM

The latest senior moves, hires and changes to personnel in North America's wealth management

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

M and A
October 20, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Charlesbank Capital, Petra Funds, Modern Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Petra Funds Group