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Top Private Banker International News

Atlanta, Georgia · AtlantaATLANTA, July 7, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan…See the Story
Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion
67% Center coverage: 9 sources

Property · IndianolaSwitzerland’s reputation as a magnet for ultra-high-net-worth (UHNW) individuals may soon be under threat. A proposed nationwide 50% inheritance tax aimed at estates over CHF50m ($55m) will be put to a referendum among the population. The measure aims to address wealth inequality and fund pensions. However, its long-term implications could significantly erode Switzerland’s appeal as a safe haven for the world’s wealthiest families, thus creating…See the Story
Switzerland’s Proposed Inheritance Tax Could Undermine Wealth Hub Status
100% Center coverage: 4 sources
Alt Investment Platform iCapital Raises $820M At $7.5B Valuation With An Eye Toward Acquisitions
100% Center coverage: 2 sources
Fi3 Advisors, Opto Partner to Streamline Private Markets Investing
ICICI Bank announces proposal to buy 2% additional stake in ICICI Prudential AMC ahead of IPO - GAGA INDIA
Deals & Moves: Composition Nears $10B; Procyon Expands in Northeast
Rewiring Sovereign Capital: Europe's structured liquidity revolution
Egon Zehnder Acquires Leading Asset and Wealth Management Boutique Firm The Prince Houston Group, Strengthening US Financial Services Practice
100% Right coverage: 1 sources