News, Comment & Analysis results for M and A

M and A
10 July 2026

Quilter Financial Planning Welcomes SRB Financial Planning

The new strategic partner firm brings a strong client base to Quilter along with ambition and the...

M and A
7 July 2026

UK Financial Services M&A Value Surged Eight-Fold In H1

A clutch of Anglo-American deals – such as involvement of private equity firms in the US and...

M and A
7 July 2026

Bank J Safra Sarasin Agrees To Buy Rest Of Saxo

The deal is an example of the kind of consolidation taking place in parts of the European and...

M and A
6 July 2026

Schroders Sharpens Focus On Wealth Business

Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time...

M and A
6 July 2026

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

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

M and A
3 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – BlueFive Capital, Al Murjan

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

M and A
2 July 2026

Deals Of The Day: The Latest In Wealth Management M&A – FactSet, TIFIN.AI

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

M and A
2 July 2026

NatWest Group Wraps Up £2.7 Billion Evelyn Partners Acquisition  

The deal is part of a consolidation process taking place in the UK wealth management and banking...

M and A
29 June 2026

Corient Tight-Lipped About Reported French MFO Deal

The organisation, which has been on an acquisition spree, was reported to have acquired another...

M and A
24 June 2026

US Investment House Buys Minority Stake In Australian Wealth Boutique

The business in which the stake is being taken was founded in 2017 and manages A$6.6 billion ($4.58...

Comment & Analysis results for M and A

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...