August 3, 2017

Indosuez Wealth Management negotiating with Credit Industriel

On June 16, 2017, Indosuez Wealth Management announced it had entered into exclusive discussions to acquire Credit Industriel et Commercial’s private banking activities in Singapore and Hong Kong.

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August 2, 2017

EP Wealth and Wealth Partners Capital to Form Strategic Partnership

On July 10, 2017, EP Wealth Advisors, LLC announced a strategic partnership with Wealth Partners Capital Group, LLC.

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August 1, 2017

Five Firms Form Insigneo

On August 1, 2017, Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors and Northeast Securities announced the formation of a new asset management firm, Insigneo.

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