North America
US in the news: Gallagher buys wealth management group
A round-up of people moves and M&A deals across North America
US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
Latin America | 2 Nov 22
Financial services provider buys Cayman-based trust firm
In a bid to create one of the ‘strongest private wealth teams’ in the market
Private bank obtains Cayman licence
It can now offer services to HNW individuals residing in the region
Should advice companies use TikTok to attract clients?
BlackRock’s foray onto the social media platform shows marketing strategies may need tweaking
