News, Comment & Analysis results for First Republic

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

People Moves
March 14, 2025

Summary Of Moves In North American Wealth Management – January 2025

A roundup of moves, appointments and other personnel changes in the North American wealth

People Moves
February 19, 2025

Who's Moving Where In Wealth Management? – Domain Money, Raymond James, Others

The latest moves, appointments, and personnel changes in North American wealth management.

People Moves
January 7, 2025

Key Family Wealth Names New Head

The group, which is part of Ohio-headquartered Key Corp, has a new head of its family wealth

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

People Moves
December 2, 2024

Summary Of North American Wealth Management Moves – September 2024

A September roundup of North American wealth management moves. Prominent stories included changes

M and A
September 17, 2024

JTC Continues Acquisition Spree With Proposed Citi Trust Deal

JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in

M and A
September 10, 2024

Summary Of North American M&A In Wealth Management – April, May And June 2024

A summary of M&A moves in the second quarter of 2024.

People Moves
September 10, 2024

Cresset Names Ex-JP Morgan Figure As New Compliance Chief

The CCO takes up the post to succeed a predecessor who has served in the role since 2018, and is

M and A
August 5, 2024

JTC Completes Another US Trust Business Acquisition

JTC, a global professional services business headquartered in Jersey, has completed its latest

Comment & Analysis results for First Republic

Strategy
November 19, 2012

What The Luminous-First Republic Deal Means For The Independent Advice Industry

The verdict among top industry leaders at last week’s Schwab IMPACT conference in Chicago was