COMPANY·HISTORIES
NAIC 523930

Financial Planning Services

How the companies in this industry began, and the forces that shaped them.

19companies1783–2000founding years19still active0no longer operating
§ 01

The industry over time

Companies foundedEconomyTechnologyEnvironmentHistory
FoundedBank of Ireland
1783
FoundedFleetBoston Financial Corporation
1791
FoundedThe Bank of Nova Scotia
1832
FoundedAustralia and New Zealand Banking Group Limited
1835
FoundedSkandia Insurance Company, Ltd.
1855
FoundedCredit Suisse Group
1856
FoundedBâloise-Holding
1863
FoundedHVB Group
1869
FoundedThe Prudential Insurance Company of America
1873
FoundedBanco de Chile
1893
1903
TechnologyThe Wright brothers achieve powered flight.
FoundedUBS AG
1912
1914
EconomyWorld War I begins; global trade reorders.
1929
EconomyThe stock market crashes; the Great Depression spreads worldwide.
1939
EconomyWorld War II begins; wartime production surges.
1945
EconomyThe war ends; a long global expansion begins.
1947
TechnologyThe transistor is invented.
FoundedThe Toronto-Dominion Bank
1955
1958
TechnologyThe integrated circuit is demonstrated.
FoundedCanadian Imperial Bank of Commerce
1961
1962
EnvironmentSilent Spring launches the modern environmental movement.
FoundedRyan Beck & Co., Inc.
1965
FoundedUnion Financière de France Banque SA
1968
1971
EconomyThe dollar leaves the gold standard; currencies float.
1973
EconomyThe OPEC oil embargo triggers a global shock.
1975
TechnologyThe personal-computer era begins.
1979
EconomyA second oil crisis drives inflation higher worldwide.
1981
TechnologyThe IBM PC launches and sets a standard.
1984
TechnologyApple ships the Macintosh; the GUI era begins.
1987
EconomyBlack Monday: markets fall sharply around the world.
FoundedBanco Bilbao Vizcaya Argentaria S.A.
1988
1989
HistoryThe Berlin Wall falls; global markets open up.
1991
TechnologyThe World Wide Web is released to the public.
1993
TechnologyThe Mosaic browser brings the web to everyone.
FoundedOaktree Capital Management, LLC
1995
TechnologyWindows 95 launches; the internet goes mainstream.
1997
EconomyThe Asian financial crisis rattles global markets.
EnvironmentThe Kyoto Protocol sets the first climate targets.
FoundedNational Financial Partners Corp.
1998
2000
EconomyThe dot-com bubble bursts.
2004
TechnologySocial media and Web 2.0 take hold.
2007
TechnologyThe iPhone launches the smartphone era.
2008
EconomyThe global financial crisis freezes credit worldwide.
2010
TechnologyCloud computing goes mainstream for business.
2015
EnvironmentThe Paris Agreement sets global climate targets.
2020
EconomyThe COVID-19 pandemic upends the global economy.
2022
EconomyInflation spikes; central banks raise rates sharply.
2023
TechnologyGenerative AI reaches mainstream business use.
§ 02

The companies

Bank of Ireland →
Active · founded 1783 · Ireland
The Bank of Ireland is the oldest bank in Ireland.
FleetBoston Financial Corporation →
Active · founded 1791
FleetBoston Financial Corporation is the eighth largest bank in the United States and the largest in New England, with…
The Bank of Nova Scotia →
Active · founded 1832 · Canada
The Bank of Nova Scotia, the second oldest bank in Canada, was the second largest Canadian bank in 2003 in term of…
Australia and New Zealand Banking Group Limited →
Active · founded 1835 · Australia
Australia and New Zealand Banking Group Limited (ANZ) is the second largest of the "Big Four" banks in Australia,…
Skandia Insurance Company, Ltd. →
Active · founded 1855 · Sweden
Since its founding in 1855, Sweden's Skandia Insurance Company, Ltd.
Credit Suisse Group →
Active · founded 1856 · Switzerland
Credit Suisse Group, which began as a commercial bank in 1856, at a time when Switzerland was first embracing the…
Bâloise-Holding →
Active · founded 1863 · Switzerland
Bâloise-Holding is positioning itself as a leading European integrated financial services provider.
HVB Group →
Active · founded 1869 · Germany
Early 1920s:BV allies itself with Bayerische Handelsbank AG.
The Prudential Insurance Company of America →
Active · founded 1873
The Prudential Insurance Company of America is one of the largest diversified financial institutions in the world and,…
Banco de Chile →
Active · founded 1893 · Chile
Banco de Chile is the second largest private bank in Chile and the largest that remains under Chilean ownership.
UBS AG →
Active · founded 1912 · Switzerland
UBS AG was formed from the 1998 megamerger of Swiss Bank Corporation and Union Bank of Switzerland.
The Toronto-Dominion Bank →
Active · founded 1955 · Canada
The Toronto-Dominion Bank (commonly called TD Bank) ranks as Canada's second largest bank in terms of assets, trailing…
Canadian Imperial Bank of Commerce →
Active · founded 1961 · Canada
The Canadian Imperial Bank of Commerce (CIBC) is Canada's third largest bank, trailing only Royal Bank of Canada and…
Ryan Beck & Co., Inc. →
Active · founded 1965
Ryan Beck & Co., Inc.
Union Financière de France Banque SA →
Active · founded 1968 · France
Union Financière de France Banque SA (UFF Banque) is an asset manager with a difference.
Banco Bilbao Vizcaya Argentaria S.A. →
Active · founded 1988 · Spain
Banco Bilbao Vizcaya Argentaria S.A.
Oaktree Capital Management, LLC →
Active · founded 1995
Oaktree Capital Management, LLC is an investment firm specializing in acquiring the bad debt of financially ailing…
National Financial Partners Corp. →
Active · founded 1998
National Financial Partners Corp.
Grupo Financiero Galicia S.A. →
Active · founded 2000 · Argentina
Grupo Financiero Galicia S.A.
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