In the competitive banking sector, Zions Bancorporation has demonstrated resilient performance metrics and strategic growth moves. Recently, there have been significant investments, stock transactions, and a keen interest in its financial health from major institutional investors. These movements
Close Brothers Group, a UK-based merchant bank, has recently signed an agreement to sell its wealth management division, Close Brothers Asset Management (CBAM), to funds managed by Oaktree Capital Management. The transaction is valued up to £200 million and signifies a notable strategic shift for
In the evolving landscape of wealth management in Asia, High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients face the critical task of discerning whether their investment advisors are truly independent or merely pushing proprietary products. As the wealth management industry transforms,
Wealthsimple, a leading fintech platform, recently marked its 10th anniversary by achieving an impressive milestone: reaching profitability for the first time. The company began its journey as a robo-advisor but has since evolved to offer a diverse array of investment and banking services aimed at
Navigating life's financial ups and downs can be challenging, especially when your income experiences significant fluctuations. Whether your income increases or decreases, having a solid plan in place can help you manage the changes efficiently. This article will explore expert-advised
Wealth Enhancement Advisory Services LLC demonstrated heightened confidence in Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA) by bolstering its investment during the second quarter of this year. The firm expanded its stake by a notable 5.0%, adding 1,397 shares to its portfolio. This addition
