News results for M and A

M and A
23 July 2021

Deals Of The Day: The Latest In Wealth Management M&A - Close Brothers, State Street

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

M and A
22 July 2021

Stonehage Fleming Nets Maitland's Private Client Business

The MFO says eyes are on other "selected acquisitions" as part of organic growth. This deal should...

M and A
16 July 2021

Germany's Affluent Target Of LGT Acquisition

The Princely House of Liechtenstein-owned private bank, has taken a minority stake in Berlin-based...

M and A
15 July 2021

Tiedemann Snaps Up London MFO Holbein Partners

The move establishes the US independent advisors' footprint more firmly in the European family...

M and A
2 July 2021

UBP Bags Another European Acquisition

In its second acquisition in a week, UBP is going to buy Danske's wealth management business. ...

M and A
1 July 2021

JP Morgan Buys Values-Based Investments Specialist 

The acquisition for an undisclosed sum shows how this area of investment is increasingly popular...

M and A
1 July 2021

Vontobel Acquires All Of TwentyFour Asset Management

Founded in 2008, TwentyFour specialises in fixed income investing. ...

M and A
30 June 2021

UBP To Buy Portuguese-Owned Swiss Private Bank

In a deal struck with the Portuguese Commercial Bank, UBP is acquiring the lender's Geneva-based...

M and A
28 June 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank cheque companies have slowed down, as SEC...

M and A
25 June 2021

Rathbone Brothers' M&A Deal Highlights Financial Planning Stakes

The transaction gives Rathbones a much larger imprint in the UK's financial planning space - one...

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...