News results for M and A

M and A
7 May 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial...

M and A
7 May 2021

UBS Sells Remaining Clearstream Fund Centre Stake

The stake is being sold for about $429 million, the banking group said. ...

M and A
5 May 2021

Independent Wealth Planners Build Newcastle Hub

Acquisition hungry IWP adds another IFA in Newcastle to create a new regional hub in the...

M and A
4 May 2021

J Safra Sarasin Completes Purchase Of BMO's Hong Kong, Singapore Private Banking Arms

The move is an example of consolidation affecting parts of the world’s private banking space ...

M and A
30 April 2021

Deals Of The Day: The Latest In Wealth Management M&A - Laven Partners, MPAC

The latest M&A deals in wealth and asset management. ...

M and A
26 April 2021

Citigroup's Asian Retail Banking Spinoffs Could Fetch Up To $6 Billion - Report

Citigroup is combining its private bank - which serves people with more than $25 million of assets...

M and A
20 April 2021

EFG International Sells Spanish Private Bank Stake Via MBO

The management team of the Spanish bank is buying the stake in the business which had been held by...

M and A
16 April 2021

Canaccord Genuity Buys Adam & Co's Investment Arm

The Canadian wealth manager has struck a deal with NatWest to acquire the investment business of...

M and A
9 April 2021

UK-Based Ludlow Trust Concludes Acquisition

Ludlow Trust is an independent trust company, backed by the Wickers and Sarikhani families, with...

M and A
8 April 2021

IQ-EQ Buys Another US Business, Pushes Into Private Wealth Space

The acquisition follows IQ-EQ’s purchases of Constellation Advisers (January 2021) and Blue River...

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...