News results for M and A

M and A
26 January 2023

Indosuez Wealth Management Acquires Most Of Wealth Dynamix

The transaction extends collaboration between the firms that started in 2019. ...

M and A
24 January 2023

FNZ Agrees To Buy US-Based YieldX

The firm said the deal will help it to deliver "personalised investment solutions" to more clients....

M and A
10 January 2023

Deals Of The Day: The Latest In Wealth Management M&A – Saffery Champness, Holdun Trust

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

M and A
9 January 2023

Deals Of The Day: The Latest In Wealth Management M&A – Nucleus, Curtis Banks Group

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

M and A
6 January 2023

First Abu Dhabi Bank No Longer Considers Standard Chartered Bid

The press reports of a possible bid had at one point sent Standard Chartered's share prices up by...

M and A
5 January 2023

Tiedemann, Alvarium Complete Merger

The enlarged firm now runs or advises on about $60 billion in combined assets. The M&A deal...

M and A
22 December 2022

Switzerland's Cité Gestion Inks MFO Merger

While not strictly related, the merger comes at a time of upheaval and change in Switzerland as the...

M and A
22 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – Allfunds

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

M and A
20 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – Icona Capital, Stoneweg

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

M and A
16 December 2022

Deals Of The Day: The Latest In Wealth Management M&A – Kingswood Holdings

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Comment & Analysis results for M and A

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

M and A
22 August 2019

WEALTH TALK: Focus On Financial Tech M&A

This publication discusses one of the largest M&A deals to affect the data and information services...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it...

M and A
17 June 2016

GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?

How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term...

M and A
28 November 2014

EXCLUSIVE: It's Been Tough, But Spain's Private Banking Sector Is Seeing Recovery - Part 2

In the second half of a feature on the Spanish wealth management arena, we look at M&A deals and...

M and A
17 December 2013

Wealth Management M&A Reached "Fever Pitch" Level In 2013 - Scorpio

The pace of global wealth management consolidation reached a “fever pitch” level in 2013 with...

M and A
15 August 2013

INTERVIEW: UK Specialist Investment House Seeks New Brand Identity

...

M and A
5 October 2012

INTERVIEW: Falcon Swoops On Venerable Swiss Firm; Eyes More Industry M&A

One of the oldest names in banking history will be consigned to the archives when Falcon Private...

M and A
21 February 2012

Exclusive: Casady Outlines LPL’s Plans For Fortigent

LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing...