News results for M and A

M and A
25 January 2022

Geneva-Based Decisive Capital Management Buys Artorius's Zurich Business

Decisive said the acquisition will strengthen its footprint in Zurich. ...

M and A
24 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the UK, Europe and selected...

M and A
14 January 2022

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

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

M and A
12 January 2022

Authorities Green Light Swiss Finance Merger With REYL & Cie

The merger between the two Swiss institutions opens the door to both organic development and...

M and A
6 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Delta Capita, JDX Consulting

The latest transactions in the wealth management industry around the world. ...

M and A
5 January 2022

Swiss Bank Syz Expands Home Operations With Acquisition

The Swiss private banking and wealth management group is planning further acquisitions to...

M and A
5 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – One Four Nine Group

The latest transactions in the wealth management industry around the world. ...

M and A
4 January 2022

Julius Baer Agrees To Spin Off Zurich-Based Wealth House

The management of the Zurich-based wealth management firm is detaching itself from Julius Baer...

M and A
4 January 2022

HSBC Takes Complete Ownership Of Life Insurance Group

The move fits in with HSBC's wider development of its wealth management proposition in Asia, a...

M and A
3 January 2022

S&P Global, IHS Markit Spin Off Businesses, Prepare Merger

The firms provide much of the data, analytics and research that is used by the wealth management...

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

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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...