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News, Comment & Analysis results for BTG Pactual

M and A
May 20, 2025

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Among the larger deals was the Corient transaction for Geller's family office business, an

M and A
March 31, 2025

Julius Baer Completes Sale Of Domestic Brazil Business

The Swiss bank said it will continue to operate its Brazil international business and is committed

Fund Management
July 5, 2023

UK "Sustainability"-Focused Fund House Targets Latin America Market

The specialist firm says it invests in the opportunities arising from the transition to a more

People Moves
May 9, 2022

Summary Of Wealth Management Moves In North America – March 2022

A roundup of the moves and appointments in the North America wealth management sector during March.

People Moves
March 16, 2022

Julius Baer Makes Latin American Hires

The appointments for roles based in Latin America and in Zurich are part of the private bank's

Comment & Analysis results for BTG Pactual

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Putting Private Market Investments Into 401(k) Plans – A Potential Risk Too Far?

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