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Rich Americans confident on money management, but not so much about retirement
Affluent individuals estimate they’d need a $3M retirement nest egg, and just half are prepared to transfer their wealth.
First Citizens Wealth boosts private investments for HNW clients
The North Carolina-based wealth firm is expanding its private equity, private debt, private real estate options for qualified individuals and institutions.
First Citizens grabs SVB wealth unit as part of broader deal
The addition of SVB Wealth, which has close to $16 billion in client assets, will help First Citizens expand in the California market.
First Citizens to buy Silicon Valley Bank after run on lender
The deal transforms North Carolina-based First Citizens into one of the top 15 U.S. banks, as it buys about $72 billion of SVB's assets at a discount of $16.5 billion.
