News, Comment & Analysis results for EFG

Investment Strategies
November 6, 2024

Wealth Managers React To Trump Victory

After Donald Trump won the presidential elections today, defeating Kamala Harris, wealth managers

Surveys
June 26, 2024

The Good, The Difficult And The Stable – The View From Headhunters

We talk to wealth management headhunters in North America and other parts of the world about what

Investment Strategies
June 21, 2024

UK Wealth House Maintains Slight Equity Overweight

Daniele Antonucci, chief investment officer at Quintet Private Bank, parent of Brown

Banking Crisis
June 7, 2024

Bondholders In US Sue Switzerland Over Credit Suisse AT1 Write-Down

The lawsuit is taking place in New York because this is where the AT1 bonds were registered,

Compliance
March 15, 2024

US Settles Sanctions Case With Swiss Bank

In three episodes, the firm processed 873 securities-related transactions – totaling $30,409,488

M and A
April 3, 2023

Summary Of North American Wealth Management M&A – February 2023

A number of M&A deals were consummated or started in February. One significant deal was the private

Strategy
March 14, 2023

From The Editor's Chair: Bank Crashes, Digital Assets And Tech

A recap and look forward around the stories and themes that grab the attention of this news

M and A
March 1, 2023

Hightower Facilitates Another Wealth Firm Acquisition

The US-headquartered group has enabled another of the businesses in its network to make an

M and A
February 10, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hightower

The latest deals and transactions in and around North American wealth management.

People Moves
June 7, 2021

Summary Of North America Moves In Wealth Management - April 2021

The latest monthly roundup of moves in the North American wealth management market.

Comment & Analysis results for EFG

Reports
October 20, 2011

EFG International "Reset" Highlights Cold Climate For Wealth Industry

The move by EFG International to cut jobs and reset its business highlights how tough the market