| 1. Austrian Bank Sells Majority Stake in Liechtenstein Private Bank | January 4, 2008 |
| 2. Palm Beach Family Office Acquires Arizona Wealth Manager | January 4, 2008 |
| 3. EFG Acquires in Spain, Switzerland | January 3, 2008 |
| 4. UK Law Firm Adds Private Client Department by Acquisition | January 3, 2008 |
| 5. Israeli Bank Makes Swiss Acquisition | January 3, 2008 |
| 6. UBS Fails to Gain Approval for Indian Mutual Fund Acquisition | January 3, 2008 |
| 7. RBS Eyes ABN Amro's Private Banking in India | January 3, 2008 |
| 8. Société Générale and Calyon Launch Joint Brokerage Unit | January 3, 2008 |
| 9. Sabadell Outbids Itau for BBVA's Miami Private Bank Unit | January 3, 2008 |
| 10. Acquisition for West Coast Wealth Manager | January 3, 2008 |
| 11. Sabadell Denies Morgan Stanley Private Bank Spain Bid | December 20, 2007 |
| 12. RBS to Take Stake in Chinese Trust Company | December 19, 2007 |
| 13. EFG Acquires to Enter Indian Wealth Market | December 19, 2007 |
| 14. HSBC Acquires Bank to Expand Taiwan Footprint | December 18, 2007 |
| 15. Australian Mortgage Broker Acquires Wealth Manager | December 18, 2007 |
| 16. Canadian Billionaire Takes Stake in Investment Manager | December 18, 2007 |
| 17. Regulator Halts UBS Deal for Stanchart's Indian Mutal Funds | December 17, 2007 |
| 18. Close Bros Reports Further Takeover Approaches | December 17, 2007 |
| 19. Pearl Makes Resolution for Major Asset Manager | December 17, 2007 |
| 20. Australian Wealth Manager Exits Insurance Business | December 17, 2007 |
| 21. Florida Bank Opens Wealth Management Business | December 14, 2007 |
| 22. Anglo Irish Bank Sells Swiss Subsidiary | December 14, 2007 |
| 23. French Private Bank in New Wealth Management JV | December 13, 2007 |
| 24. Green Light for Standard Chartered's Indian Brokerage Acquisition | December 12, 2007 |
| 25. Boston Expands Affluent Client Reach into Philadelphia | December 12, 2007 |
| 26. Towry Law Continues Expansion With Ulster Acquisition | December 11, 2007 |
| 27. Aviva Australia Acquires Stake in Meritum | December 11, 2007 |
| 28. Shareholders Approve Bahraini Bank Merger | December 5, 2007 |
| 29. Consortium to Bid for Morgan Stanley's Spanish Private Banking | December 5, 2007 |
| 30. Tory Peer Invests in AIM-Listed Arc | December 5, 2007 |
| 31. Chilean Bank Buys Legg Mason's Local Unit | December 5, 2007 |
| 32. Towry Law Makes St Andrews Acquisition | December 5, 2007 |
| 33. Morgan Stanley Puts Spanish Private Banking on the Block | December 4, 2007 |
| 34. Swiss Life Buys German IFA Firm | December 4, 2007 |
| 35. Axa Unit Acquires Two Welsh Wealth Managers | December 3, 2007 |
| 36. Credit Agricole (Suisse) Buys Bahamas Private Banking Unit | December 3, 2007 |
| 37. EFG Buys UK Alternatives Manager | December 3, 2007 |
| 38. KBC Buys into Taiwanese Asset Manager | November 30, 2007 |
| 39. Baer Reviews IPO or Buyout for US Funds Unit | November 29, 2007 |
| 40. Barclays' Break Fee Covers ABN Fight Costs | November 28, 2007 |
| 41. Mirabaud Renames Basel Office | November 28, 2007 |
| 42. SEB Buys Key Asset Management | November 26, 2007 |
| 43. Bidders Line Up for Canadian Wealth Manager | November 23, 2007 |
| 44. Insurer Takes Stake in Chile's Largest Asset Manager | November 23, 2007 |
| 45. SG Private Banking Acquires Canadian Wealth Manager | November 23, 2007 |
| 46. Icelandic Bank Acquires Offshore Deposit-Taker in Isle of Man | November 22, 2007 |
| 47. Macquarie Takes Stake in Melbourne Broker | November 22, 2007 |
| 48. Asset Management M&A Reaches Global Peak | November 19, 2007 |
| 49. Baring Asia Invests in Indian Broker | November 19, 2007 |
| 50. More US Consolidation as Wagner is Added to CoBiz Repertoire | November 15, 2007 |
| 51. RAB Takes Slice of Prestige in Japan | November 15, 2007 |
| 52. ING Boosts LatAm Wealth Management Footprint | November 14, 2007 |
| 53. BoNY Mellon Acquires Brazilian Asset Manager | November 14, 2007 |
| 54. Californian Independent Wealth Advisors Merge | November 13, 2007 |
| 55. Major Australian Bank Acquires Melbourne Wealth Manager | November 12, 2007 |
| 56. Close Brothers Rejects Cenkos Bid | November 9, 2007 |
| 57. ING Buys into Thai Bank | November 8, 2007 |
| 58. Generali Buys Banca del Gottardo to Merge with BSI | November 7, 2007 |
| 59. ING Acquires US Broker | November 6, 2007 |
| 60. Pennsylvania Bank Acquires Wealth Manager | November 6, 2007 |
| 61. Ithmaar Bank Acquires Shamil Bank | November 6, 2007 |
| 62. Offshore Legal Giants Admit Merger Talks | November 5, 2007 |
| 63. Canadian Bank Acquires UK Asset Manager | November 5, 2007 |
| 64. Green Light for Italian Acquisition of Swiss Private Bank | November 2, 2007 |
| 65. Boston Private Ups Stake in Multi-Family Office | November 2, 2007 |
| 66. PNC Financial Services Buys Wealth Management Services Company | November 2, 2007 |
| 67. Second Acquisition for Texas Wealth Manager | November 2, 2007 |
| 68. UK Wealth Manager Expands With New Acquisition | November 1, 2007 |
| 69. BoS Takes Strategic Stake in HNW Investment Club | October 31, 2007 |
| 70. Mediobanca Looks to Private Banking Acquisitions | October 31, 2007 |
| 71. Royal London Buys UK Wrap Provider | October 30, 2007 |
| 72. Butterfield Buys International Wealth Manager | October 29, 2007 |
| 73. Sal Oppenheim, Pop Vicenza Take Mediobanca Stakes | October 29, 2007 |
| 74. ICBC Buys into Standard Bank | October 29, 2007 |
| 75. Chinese Bank Moves Into Trusts | October 29, 2007 |
| 76. Standard Life Bids $10 Billion for Resolution | October 26, 2007 |
| 77. Wealth Management Deals Flat as Sellers Hold | October 24, 2007 |
| 78. Morgan Stanley to Buy into China JV | October 24, 2007 |
| 79. US VC Invests in Chinese Wealth Manager | October 24, 2007 |
| 80. Major Aussie Bank Forms Indian Wealth Management JV | October 19, 2007 |
| 81. Baer Mulls Sale of US Asset Management Unit | October 17, 2007 |
| 82. Marfin Takes BSI Stake in Maltese Bank | October 17, 2007 |
| 83. EFG Confirms Interest in Anglo Irish Swiss Sale | October 16, 2007 |
| 84. Integrated Asset Management Buys French Hedge Funds Manager | October 16, 2007 |
| 85. Credit Suisse Chairman Predicts Banking Mergers, Will Target Wealth Management | October 15, 2007 |
| 86. Kaupthing Buys Robeco Bank | October 12, 2007 |
| 87. Baer Shares Go Bull over Spin-Off Rumours | October 12, 2007 |
| 88. Banca Monte dei Paschi di Siena Draws Up Partner Shortlist | October 11, 2007 |
| 89. Wealth Managers Baulk at Consolidation | October 11, 2007 |
| 90. Italian Bank to Select Asset Management Partners | October 10, 2007 |
| 91. UBS in Talks with Commerzbank over French Investment Manager | October 10, 2007 |
| 92. UK Private Client Group in Acquisition Talks | October 9, 2007 |
| 93. Irish Bank's Swiss Sub on the Block | October 9, 2007 |
| 94. Julius Baer Acquires Monaco Wealth Manager | October 8, 2007 |
| 95. Swiss Investment Firm to Acquire German Private Bank | October 5, 2007 |
| 96. UK HNW Advisor to Acquire Brokerage | October 5, 2007 |
| 97. Focus Grows in the US with Five New Partnerships | October 5, 2007 |
| 98. Barclays to Concede Defeat on ABN Amro Bid | October 5, 2007 |
| 99. Acquistive UK Advisor Strikes Again | October 4, 2007 |
| 100. Rothschild Buys into UK Regional Wealth Manager | October 4, 2007 |
| 101. Bank of America Completes Purchase of LaSalle | October 3, 2007 |
| 102. RBC to Acquire Caribbean Retail Banker | October 3, 2007 |
| 103. Schroders Buys Singapore Private Client Business | October 3, 2007 |
| 104. Credit Agricole Acquires Last Tranche of SRI Asset Manager | October 2, 2007 |
| 105. Forsyth Funds Trade Again Under Crosby Control | October 1, 2007 |
| 106. AG Edwards Approves Wachovia Acquisition | October 1, 2007 |
| 107. UBS to Buy Commerzbank's French Asset Manager | September 27, 2007 |
| 108. ANZ Builds China Presence at Expense of Wealth Management | September 27, 2007 |
| 109. Dundee Rejects CI Financial Bid for DundeeWealth | September 26, 2007 |
| 110. Fortis Adds to Japan Presence with Acquisition | September 26, 2007 |
| 111. Leonardo Takes Step into German Market | September 26, 2007 |
| 112. Canadian Majors Tussle Over Wealth Manager | September 25, 2007 |
| 113. Abu Dhabi Government Buys into Carlyle Group | September 24, 2007 |
| 114. Dubai Takes Stake in Omani Bank | September 24, 2007 |
| 115. Merrill, First Republic Close Merger | September 24, 2007 |
| 116. Scottish Investment Manager Aims to Keep Independence with Sell-Off | September 21, 2007 |
| 117. Forsyth Funds “Close to Rejoining the Game” | September 20, 2007 |
| 118. Standard Chartered to Buy Amex Bank | September 19, 2007 |
| 119. Aberdeen Back on Acquisition Trail | September 19, 2007 |
| 120. Crosby Capital Snaps Up Forsyth Funds | September 19, 2007 |
| 121. Zurich Views Acquisition Opportunities in Crisis | September 19, 2007 |
| 122. Saxo Bank Acquires Swiss Synthesis Bank | September 14, 2007 |
| 123. SG Hambros to Buy ABN Amro's UK Private Client Business | September 13, 2007 |
| 124. Syndicate Takes Stake in Dutch Asset Manager | September 12, 2007 |
| 125. Acquisition for AIM-Listed Wealth Manager | September 11, 2007 |
| 126. Dubai Financial Closes In On TAIB | September 11, 2007 |
| 127. Crosby Confirms Forsyth Deal | September 7, 2007 |
| 128. AIM-Listed Asset Manager Makes Triple Acquisition | September 7, 2007 |
| 129. RBC Extends US Reach With Acquisition | September 7, 2007 |
| 130. US Group Eyes Fiduciary Acquisitions in Europe | September 6, 2007 |
| 131. SwissLife Pursues "Private Insurer" Strategy with Two Acquisitions | September 6, 2007 |
| 132. Cayzer Family Takes Stake in UK Private Bank | September 5, 2007 |
| 133. US Fund Manager Acquires Stake in Dubai Asset Manager | September 5, 2007 |
| 134. Australian Financial Planner Eyes US With $100 million War Chest | September 5, 2007 |
| 135. MBO Finalised at Premier Asset Management | September 4, 2007 |
| 136. Gulf Bank Plans Overseas Expansion With Stake in UK Banking Group | September 3, 2007 |
| 137. South African Private Client Specialist Accounting Firms to Merge | September 3, 2007 |
| 138. Russians Capture the Castle From UBS | September 3, 2007 |
| 139. Local Bank Acquires Smith Barney Operations in Puerto Rico | August 31, 2007 |
| 140. KBC Securities Blazes Acquisition Trail | August 30, 2007 |
| 141. Trust Services Provider Buys Luxembourg Business | August 29, 2007 |
| 142. Focus on Wealthy Private Clients After German Bank Takeover | August 28, 2007 |
| 143. EFG Private Bank Makes UK Regional Acquisition | August 24, 2007 |
| 144. Standard Chartered Buys Stake in Indian Broker | August 24, 2007 |
| 145. Aberdeen Asset Management to Buy Glasgow Investment Managers | August 23, 2007 |
| 146. Amex Offloads Philippines Business | August 20, 2007 |
| 147. UK Private Client Accountancy Firm Boosts International Capability | August 17, 2007 |
| 148. Russian Financial Group Denies Standard Bank Link Up | August 16, 2007 |
| 149. German Private Banking Family Win Swiss Roll | August 15, 2007 |
| 150. Icelandic Bank to Buy Dutch Merchant Bank | August 15, 2007 |
| 151. Insurance Tie-Up for Merrill | August 14, 2007 |
| 152. Prudential Raises its Stake in China Fund JV | August 14, 2007 |
| 153. Threadneedle Hedge Fund Purchase Illustrates Global Ambitions | August 13, 2007 |
| 154. French Banking Giants to Merge Brokerage Operations into Single Unit | August 9, 2007 |
| 155. New York Private Client Accountants Merge | August 6, 2007 |
| 156. ABN Amro Sets Date to Discuss Competing Bids | August 6, 2007 |
| 157. Nasdaq to Back LSE’s Bid for Italian Exchange | August 3, 2007 |
| 158. Listed Wealth Manager Makes UK Regional Acquisition | August 1, 2007 |
| 159. Boston Private Takes Majority Stake in Californian Wealth Manager | August 1, 2007 |
| 160. ABN Amro Stands Back From Competing Offers | July 30, 2007 |
| 161. KeyCorp Acquire New York Bank in $575 Million Deal | July 30, 2007 |
| 162. Banca Profilo Merges With Meliorbanca to Boost Private Banking | July 27, 2007 |
| 163. Shareholders of US Wealth Manager Agree Merrill Deal | July 27, 2007 |
| 164. UK Life Insurers in £8 Billion Merger Talks | July 26, 2007 |
| 165. UBS to Sell Stake in Spanish Bank | July 26, 2007 |
| 166. US Asset Manager Makes Acquisition | July 25, 2007 |
| 167. US Acquisition for Australian Fund Manager | July 25, 2007 |
| 168. Fisher Nets German Wealth Manager | July 24, 2007 |
| 169. 3i Acquires UK Financial Advisor | July 24, 2007 |
| 170. US Investor Denies UBS Break-Up Attempt | July 24, 2007 |
| 171. Fortune Favours Van Daalen | July 20, 2007 |
| 172. French Broker Acquires Private Bank | July 19, 2007 |
| 173. MBO At London Asset Manager | July 18, 2007 |
| 174. Austrian Bank Sells Stake in Private Bank Subsidiary | July 17, 2007 |
| 175. RBS Consortium Continues Pursuit of ABN Amro | July 16, 2007 |
| 176. Lehman Brothers Acquires US Asset Manager | July 13, 2007 |
| 177. Portuguese Private Bank Targets Acquisitions In Spain | July 13, 2007 |
| 178. German Industrialist Family Tipped for Private Bank Stake | July 13, 2007 |
| 179. Citi Gears Up for EMEA Acquisitions | July 11, 2007 |
| 180. UK Stockbroker Sells Investment Management Division to Managers and Institutions | July 11, 2007 |
| 181. BayernLB Nears Sale of Private Bank Stake | July 11, 2007 |
| 182. US Wealth Management Unit Sold | July 11, 2007 |
| 183. UK Insurer Increases Holding in Dutch Private Bank | July 10, 2007 |
| 184. Asset Management M&A at Record Levels - Report | July 10, 2007 |
| 185. UK-Listed Absolute Return Manager Makes Acquisition | July 9, 2007 |
| 186. The Winners & Losers in Recent US Wealth Management M&A Activity | July 9, 2007 |
| 187. BoA Appoints US Regional Wealth Management Executives | July 4, 2007 |
| 188. Wilmington Trust Corporation Completes Acquisition of Boston Wealth Manager | July 3, 2007 |
| 189. New Wealth Management JV for London Investment Bankers, Swiss Private Bank | July 2, 2007 |
| 190. US Multi-Boutique Financial Advisor Expands With Cincinnati Acquisition | July 2, 2007 |
| 191. Mellon Wealth Management's Craig Sutherland | July 2, 2007 |
| 192. Hong Kong Acquisition for RAB Capital | June 28, 2007 |
| 193. Morgan Stanley Eyes Swiss Banking Targets | June 27, 2007 |
| 194. BlackRock Expands Fund of Funds Business With Acquisition | June 27, 2007 |
| 195. Canadian Financial Group Doubles Wealth Management With Acquisition | June 27, 2007 |
| 196. Credit Suisse Extends Eco Franchise | June 25, 2007 |
| 197. UBS Sells Stake in Julius Baer | June 25, 2007 |
| 198. Julius Baer Buys Back 5.5 Per Cent From UBS | June 22, 2007 |
| 199. Banca del Gottardo Not For Sale | June 22, 2007 |
| 200. BoNY and Mellon Designate Combined New Board | June 22, 2007 |
| 201. Chicago Wealth Manager Acquired by Consortium | June 21, 2007 |
| 202. Dubai Financial to Acquire Majority Stake in Bahrain Wealth Manager | June 21, 2007 |
| 203. EFG Acquires Canadian Wealth Manager | June 20, 2007 |
| 204. Amex Thought to be in Final Stages of Selling Private Bank | June 20, 2007 |
| 205. HVB Plans €1 Billion Acquisition Spree in Germany | June 19, 2007 |
| 206. Kaupthing Enters Indian Market | June 19, 2007 |
| 207. Macquarie Buys Retail Forex Broker | June 19, 2007 |
| 208. ING Buys Korean Asset Manager from Morgan Stanley Private Equity Asia | June 18, 2007 |
| 209. BNP Paribas Security Services Gets Green Light for Purchase of Exelbank | June 18, 2007 |
| 210. IFG Buys IoM Fund Administrator | June 15, 2007 |
| 211. Charles Stanley Makes UK Regional Acquisition | June 14, 2007 |
| 212. ABN Amro Acquire to Boost Taiwan Affluent Offering | June 8, 2007 |
| 213. PNC to Acquire New Jersey Bank | June 8, 2007 |
| 214. Race Begins for Stake in Julius Baer | June 7, 2007 |
| 215. UBS Sees Limited Opportunities for Wealth Management Acquisitions | June 6, 2007 |
| 216. Analysts Call for UBS Wealth Management Disposals | June 5, 2007 |
| 217. Speculation Amex Private Bank to be Sold | June 5, 2007 |
| 218. Vontobel Pledges Independence, May Consider JVs | June 4, 2007 |
| 219. Wachovia Acquires A.G. Edwards | June 1, 2007 |
| 220. Citigroup May Look For US Acquisitions After Top Level Departure | May 31, 2007 |
| 221. Clariden Leu Acquires Stake in German Asset Manager | May 29, 2007 |
| 222. Italian Bank Buys Societe Bancarie Privee | May 29, 2007 |
| 223. Merrill Invests in Independent Asset Manager | May 29, 2007 |
| 224. Standard Chartered Buys Stake in Indian Brokerage, Names North Asia CEO | May 29, 2007 |
| 225. RBS Consortium Bids 13.7 Per Cent Premium for ABN Amro | May 29, 2007 |
| 226. BoNY, Mellon Merger Gets Green Light From Shareholders | May 25, 2007 |
| 227. UBS to Sell Julius Baer Stake | May 25, 2007 |
| 228. Barclays, ABN Amro Issue Merger Statement | May 24, 2007 |
| 229. UK Fund Manager Continues Acquisition Strategy | May 24, 2007 |
| 230. US Regional Bank Makes Florida Acquisition | May 23, 2007 |
| 231. Deutsche Still Looking for Private Banking Acquisitions | May 23, 2007 |
| 232. Italian Banking Groups to Merge | May 22, 2007 |
| 233. Merrill Buys into Second Hedge Fund | May 22, 2007 |
| 234. Major Australian Bank Looks for Wealth Management Acquisition | May 21, 2007 |
| 235. Barclays Buys Major Fiduciary | May 21, 2007 |
| 236. ING to Buy Korean Asset Manager | May 16, 2007 |
| 237. Crédit Agricole Luxembourg to Acquire Bank Sarasin Europe | May 16, 2007 |
| 238. Belgian Wealth Management Shopping Spree for Dresdner | May 14, 2007 |
| 239. Italian Bank on Lookout for Wealth Management Acquisition | May 14, 2007 |
| 240. Credit Suisse Expands Equities Business in Turkey | May 11, 2007 |
| 241. BNP Paribas Creates Banque Privée Anjou | May 11, 2007 |
| 242. UBS, Morgan Stanley in Korea Asset Management Deals | May 9, 2007 |
| 243. Macquarie Bank Sells Asian Investment Manager to Goldman | May 8, 2007 |
| 244. US Wealth Manager Buys Boston High-End Advisor | May 8, 2007 |
| 245. Microsoft Co-Founder Buys into Wealth Management | May 2, 2007 |
| 246. MBO at Close Trustees (Switzerland) | April 30, 2007 |
| 247. Citigroup Secures Nikko Cordial | April 27, 2007 |
| 248. RBS Consortium Will Bid for ABN Amro | April 27, 2007 |
| 249. ABN Amro to Provide Information to RBS Consortium | April 26, 2007 |
| 250. Ansbacher Sells Property Finance Business | April 25, 2007 |
| 251. Italian Bank to Acquire French Wealth Manager | April 24, 2007 |
| 252. Mid-West Bank Expands Private Client Business into Chicago with Acquisition | April 24, 2007 |
| 253. UK Asset Managers in Take-Over Reports | April 23, 2007 |
| 254. Barclays, ABN Amro Agree Deal | April 23, 2007 |
| 255. RBC, Fidelity Launch Caribbean Joint Venture | April 19, 2007 |
| 256. German State Bank Stake in Private Bank for Sale | April 19, 2007 |
| 257. Brazilian Bank Buys Private Client Book From ABN Amro | April 18, 2007 |
| 258. Piper Jaffray Acquires US Investment Manager | April 16, 2007 |
| 259. China/US Fund Management JV Re-Structured | April 16, 2007 |
| 260. Bank of America Sells Closed-End Funds Business | April 13, 2007 |
| 261. Rabobank Completes Purchase of Sarasin | April 12, 2007 |
| 262. FT.com: Sarasin/Vontobel - Short-Term Tie-up Unlikely Despite Synergies | April 10, 2007 |
| 263. Wealth Management M&A Firm Appoints Senior Advisor | April 4, 2007 |
| 264. BNP Paribas Buys RBS Investment Services JV | April 4, 2007 |
| 265. BNP Paribas in Saudi Asset Management JV | April 3, 2007 |
| 266. Man Group to Demerge Broker, Profits in Line With Expectations | April 2, 2007 |
| 267. LA Bank Acquires East Coast Wealth Manager | March 29, 2007 |
| 268. Fed Reserve Clears Way for US Super Private Bank | March 29, 2007 |
| 269. Wealth Management Offered in Morgan Stanley Saudi JV | March 27, 2007 |
| 270. Deutsche Goes for Local Incorporation in China | March 27, 2007 |
| 271. US Aggregator Earmarks UK to Test Model | March 26, 2007 |
| 272. Sarasin, Vontobel Merger Not Ruled Out | March 26, 2007 |
| 273. Will Citigroup Bid for ABN Amro? | March 23, 2007 |
| 274. Sale of Société Bancaire Privée Not a One Horse Race | March 22, 2007 |
| 275. BNP Paribas Acquires Spanish Custody Specialist | March 22, 2007 |
| 276. Done Deal – Jupiter in MBO | March 21, 2007 |
| 277. Barclays, ABN Amro - Shareholders Have Deep Concerns | March 20, 2007 |
| 278. UK Private Client Lawyers to Merge | March 15, 2007 |
| 279. Towry Law Acquires UK Accountant's Wealth Management Business | March 15, 2007 |
| 280. Europe Votes to Clarify Cross-Border Banking M&A | March 15, 2007 |
| 281. US Private Equity Group to Back Jupiter Management | March 14, 2007 |
| 282. RBC Dain Rauscher Makes US Wealth Management Acquisition | March 14, 2007 |
| 283. CIBC Sells Cayman Trust Business | March 13, 2007 |
| 284. Barclays Wealth Sells Regional Gerrard Teams | March 7, 2007 |
| 285. Boston Private Acquires for Seattle Exposure | March 6, 2007 |
| 286. JAM Tomorrow After MBO? | March 5, 2007 |
| 287. ABN Amro Acquires to Chase Pakistan's Mass Affluent | March 5, 2007 |
| 288. Largest US Independent Broker-Dealer Acquires 2,200 More Advisors | March 5, 2007 |
| 289. Merger of Ticino Banks Completed | March 1, 2007 |
| 290. UK Investment Manager Buys Structured Products Provider | February 26, 2007 |
| 291. Legg Mason Launches Permal Fund for Australia | February 26, 2007 |
| 292. LLB Finally Acquires Bank Linth | February 23, 2007 |
| 293. ANZ Bank Bids for Online Broker | February 22, 2007 |
| 294. Mourant to Merge with Cayman Islands Firm | February 21, 2007 |
| 295. Panmure Gordon Eyes US Investment Bank | February 20, 2007 |
| 296. UBS Completes US Acquisition | February 12, 2007 |
| 297. BNP Paribas AM Takes Stake in Alternative Manager | February 12, 2007 |
| 298. Clariden Leu Acquires Standard Bank's Asian Private Banking Business | February 12, 2007 |
| 299. LLB Acquires Bank Linth | February 8, 2007 |
| 300. BNP Paribas Acquires New Block of Dutch Clients | February 7, 2007 |
| 301. Close Investments Continues Expansion With Multi-Manager Acquisition from Aon | February 6, 2007 |
| 302. US Investment Manager Changes Hands | February 5, 2007 |
| 303. HBOS Continues Australian Expansion | February 5, 2007 |
| 304. Ogier Completes Merger with WSmiths | February 2, 2007 |
| 305. US Financial Conglomerate Buys into Three More Wealth Managers | January 31, 2007 |
| 306. Merrill Lynch Buys First Republic Bank | January 30, 2007 |
| 307. Clariden Leu Completes Merger, Outlines Acquisition Strategy | January 29, 2007 |
| 308. Dresdner Kleinwort Sells Electronic Dealing Service | January 26, 2007 |
| 309. Deutsche Asset Management Acquires Stake in Alternatives Boutique | January 26, 2007 |
| 310. UBS to Acquire StanChart's Indian Fund Business, Forms Asian Strategic Alliance | January 26, 2007 |
| 311. Barclays Boss Denies Takeover Rumours | January 24, 2007 |
| 312. Wealth Management M&A Activity Continues to Accelerate - WB Research | January 24, 2007 |
| 313. Credit Suisse to Assess US Wealth Management Acquisitions | January 23, 2007 |
| 314. Bank Sarasin Sells Brokerage Business | January 22, 2007 |
| 315. New Owner for US Celebrity Wealth Manager | January 18, 2007 |
| 316. Lehman Brothers Buys Australian Investment Advisor | January 18, 2007 |
| 317. US Provider Buys Wealth Manager | January 15, 2007 |
| 318. Hong Kong Group Sells Wealth Management Assets | January 12, 2007 |
| 319. Standard Chartered Eyes Saudi | January 11, 2007 |
| 320. Standard Chartered Takes Strategic Stake in Another Chinese Bank | January 10, 2007 |
| 321. Wachovia Buys London Asset Manager | January 10, 2007 |
| 322. Butterfield Private Bank Extends Offering With Rathbone Business | January 10, 2007 |
| 323. Takeover Talks Inconclusive Says JM Finn | January 10, 2007 |
| 324. BNP Paribas in Talks to Buy UK Private Client Broker | January 9, 2007 |
| 325. Sale of Swissfirst Private Banking Completes | January 8, 2007 |
| 326. Canadian Financial Services Consolidator to Buy Investment Manager | January 8, 2007 |
| 327. EFG to Acquire HNW Asset Manager | January 8, 2007 |
| 328. Management Buyout For ING Trust With Foreman Capital | January 5, 2007 |
| 329. PKF Acquires to Expand in UK Home Counties | January 4, 2007 |
| 330. US Bank Sells Investment Management Firm in MBO | January 3, 2007 |
| 331. Fairbairn Disposal Rumours Persist | January 3, 2007 |
| 332. Deutsche Bank Completes Purchase of Berliner Bank | January 3, 2007 |
| 333. Credit Suisse Buys Brazilian Asset Manager | December 22, 2006 |
| 334. EFG Buys Swedish Private Bank | December 22, 2006 |
| 335. Swiss Life Beefs Up HNW Offering With Acquisition | December 21, 2006 |
| 336. SunGard Buys US Wealth Management IT Company | December 21, 2006 |
| 337. LLB Publishes Offer for Bank Linth | December 19, 2006 |
| 338. Jersey Funds Rise to New High | December 19, 2006 |
| 339. US National Broker Acquires Wealth Manager | December 19, 2006 |
| 340. Schroders Buys German Asset Manager, Appoints China Head | December 18, 2006 |
| 341. Swissfirst Shareholders Approve Sale of Private Bank | December 18, 2006 |
| 342. Sabadell Creates New Banco Urquijo With Branch Casualties | December 18, 2006 |
| 343. UK Wealth Market Reacts to Sale of Quilter to Citigroup | December 15, 2006 |
| 344. BNP Paribas Buys Dexia's French Private Banking Operation | December 15, 2006 |
| 345. Morgan Stanley Sells Quilter to Citigroup, Concentrates on Upper End of UK Wealth Market | December 13, 2006 |
| 346. Swiss Wealth Manager Buys Hong Kong Investment Company | December 13, 2006 |
| 347. Swiss Bank Recommends Acceptance of Liechtenstein Offer | December 12, 2006 |
| 348. Citigroup Ahead in the Race for Quilter | December 11, 2006 |
| 349. Swissfirst Sells Private Banking Division | December 11, 2006 |
| 350. Australian Bank Buys Kiwi Wealth Manager | December 11, 2006 |
| 351. Credit Suisse to Acquire Brazilian Private Banking Business | December 11, 2006 |
| 352. UBS Completes Brazilian Bank Acquisition | December 5, 2006 |
| 353. BoNY to Buy Mellon Financial | December 5, 2006 |
| 354. US Regional Wealth Manager Expands With Acquisition | December 1, 2006 |
| 355. Asian Fund Managers Charge Most - Report | November 30, 2006 |
| 356. ING Sells Private Client Segment to German Investment Group | November 29, 2006 |
| 357. Brazilian Bank Buys Bank of America European Private Client Businesses | November 29, 2006 |
| 358. Legg Mason to Sell Canada Private Client Division | November 28, 2006 |
| 359. UK Wealth Manager Sets Its Sights on More Acquisitions | November 28, 2006 |
| 360. BBVA Buys Into Chinese Bank | November 27, 2006 |
| 361. US Wealth Manager Expands Regional Network | November 27, 2006 |
| 362. Lehman Brothers Buys New York Wealth Manager | November 21, 2006 |
| 363. Bank of America Buys US Trust | November 21, 2006 |
| 364. Global Asset Management Deals Approach Record Highs - Report | November 16, 2006 |
| 365. Bordier Acquires Further Stake in Berry | November 16, 2006 |
| 366. Lloyds TSB Ahead in Scrap for Quilter | November 14, 2006 |
| 367. New York Private Equity Firm Acquires US Wealth Manager | November 14, 2006 |
| 368. Santander Buys into Italian Private Banking Market | November 10, 2006 |
| 369. Nordea Increases Russian Wealth Management Exposure With Stake in Local Bank | November 10, 2006 |
| 370. Swissfirst Sells Private Banking Unit to Adler | November 7, 2006 |
| 371. Lehman Buys into BlueBay Asset Management | November 7, 2006 |
| 372. ABN Amro Sells Monaco Private Banking Business | November 7, 2006 |
| 373. Hostile Bid Looms for Swiss Bank | November 6, 2006 |
| 374. UBS to Sell Julius Baer Stake Next Year | November 6, 2006 |
| 375. PrivateBancorp Expands By Launch in US Mid-West | November 3, 2006 |
| 376. Management Buy Dublin Private Client Stockbroker | November 2, 2006 |
| 377. Morgan Stanley Investment Management Buys into Another Investment Manager | November 2, 2006 |
| 378. Equity Trust Acquires E&Y Luxembourg Domiciliation Business | November 2, 2006 |
| 379. Takeover in UK National IFA Market | October 31, 2006 |
| 380. Lombard Odier Darier Hentsch to Focus on Private Wealth After Sale of Brokerage to Vontobel | October 26, 2006 |
| 381. Thinc Destini Acquisition to Boost AXA UK IFA Position | October 26, 2006 |
| 382. Spanish Bank Acquires BoA's LatAm Business | October 24, 2006 |
| 383. Italian Bank Merger Strengthens Wealth Management Subsidiary | October 24, 2006 |
| 384. Deutsche Makes a Play for Leading UK Wealth Manager | October 20, 2006 |
| 385. Insurance Giant Takes Strategic Stake in Australian Wealth Manager | October 20, 2006 |
| 386. Van Lanschot Consolidates Position in Dutch Wealth Management With Acquisition | October 18, 2006 |
| 387. Swissfirst Looks for Buyers for Private Banking Business | October 18, 2006 |
| 388. Deloitte Merger Expands Australian HNW Practice | October 17, 2006 |
| 389. GE Buys into Dutch Wealth Management Market | October 16, 2006 |
| 390. Collins Stewart Tullett in Merger Talks With UK Wealth Management Advisor | October 12, 2006 |
| 391. UK Asset Managers Look Cheap - Report | October 12, 2006 |
| 392. Deloittes Merges UK and Swiss Firms | October 12, 2006 |
| 393. UK Regional Private Client Law Firms Agree Merger | October 11, 2006 |
| 394. First Round Bids In For Quilter | October 9, 2006 |
| 395. Offshore Law Firms to Merge | October 6, 2006 |
| 396. BNP Paribas (Suisse) Absorbs UEB | October 4, 2006 |
| 397. Standard Chartered Considers Selling Indian Asset Management Unit | October 3, 2006 |
| 398. Old Mutual Makes US Acquisition | October 3, 2006 |
| 399. UK Private Bank Acquires Strategic Financial Advisor | October 2, 2006 |
| 400. Morgan Stanley to Sell Quilter | October 2, 2006 |
| 401. Italian Insurer Boosts Stake in Swiss Private Bank | September 27, 2006 |
| 402. Wealth Management a Driver in UK's Nationwide's Takeover of Portman | September 13, 2006 |
| 403. International Wealth Management Search Firm Bought by UK-Listed Group | September 11, 2006 |
| 404. US Wealth Manager to Make Swiss Acquisition | September 11, 2006 |
| 405. Dutch Private Bank to Make Acquisition | September 8, 2006 |
| 406. RBC Makes US Acquisition to Strengthen Wealth Management Proposition | September 7, 2006 |
| 407. UBS Buys US Wealth Management Branch Network | September 6, 2006 |
| 408. Clariden Leu Will Look for Acquisitions | September 5, 2006 |
| 409. Listed Hedge Fund Manager Makes Acquisition | September 5, 2006 |
| 410. AXA UK Close to Acquisition of IFA Network | September 5, 2006 |
| 411. Offshore Law Firms Complete Merger | September 4, 2006 |
| 412. Double Acquisition By Expansion-Minded Florida Bank | August 31, 2006 |
| 413. South African Financial Services Firm Buys Wealth Manager | August 30, 2006 |
| 414. German-US Tie-Up for New Global Wealth Management Group | August 25, 2006 |
| 415. UK Wealth Manager Buys Specialist Finance Firm | August 21, 2006 |
| 416. Standard Chartered Plans Private Banking Initiative | August 21, 2006 |
| 417. Texas-Based Financial Firm Acquires HNW Financial Advisor | August 18, 2006 |
| 418. Icelandic Bank Subsidiary Buys Stake in Norwegian Wealth Manager | August 17, 2006 |
| 419. UBS Acquisition of Piper Jaffray Leads to Major Exdous | August 4, 2006 |
| 420. RAB Looks to Acquire Wealth Management Business | July 31, 2006 |
| 421. Eurizon to Extend Stake in Fideuram | July 26, 2006 |
| 422. HSBC Looking for Acquisitions in North America | July 26, 2006 |
| 423. Amvescap to Buy US Asset Manager | July 25, 2006 |
| 424. Italian Banking Group Acquires Stake in French Asset Manager | July 25, 2006 |
| 425. ING Expands Asian Asset Management By Acquisition | July 18, 2006 |
| 426. Australian Investment Group Buys Fund Manager | July 12, 2006 |
| 427. EFG Buys UK Regional Stockbroker | July 11, 2006 |
| 428. Dexia Looks Set to Sell French Private Bank | June 30, 2006 |
| 429. French Financial Group Enters Discussions to Buy Private Bank | June 27, 2006 |
| 430. Deutsche Bank Buys German Private Bank | June 21, 2006 |
| 431. Asian Wealth Boom Prompts Dramatic Increase in Private Banking M&A | June 21, 2006 |
| 432. UK Investment Group Sells Fund Administration Arm | June 19, 2006 |
| 433. Fast Growing US Wealth Manager Makes Two Private Client Acquisitions | June 16, 2006 |
| 434. Scottish Private Client Group Acquires Wealth Management Arm From Aberdeen | June 16, 2006 |
| 435. Lugano Private Bank Acquires Local Rival From Fiat | June 15, 2006 |
| 436. US Wealth Manager Acquired by Stanford | June 13, 2006 |
| 437. HSBC Sells Australian Online Brokerage Business to ETrade | June 7, 2006 |
| 438. US Wealth Manager Acquires Swiss Fiduciary Company | June 6, 2006 |
| 439. EFG Taps UBS for London Private Banking Head | June 6, 2006 |
| 440. How Cheviot Will Become UK's Premier Independent Private Asset Manager | June 6, 2006 |
| 441. No Premium for Williams de Bröe as Evolution Announces Deal | June 5, 2006 |
| 442. UBS Waive Management Powers to Secure China Deal | June 2, 2006 |
| 443. US Broker Expands Wealth Management Network With Acquisition | June 1, 2006 |
| 444. RBS Looks at Wealth Management Venture in China | May 30, 2006 |
| 445. Wealth Management M&A Specialist Signs Major Deal | May 30, 2006 |
| 446. UBS Acquires Business from ABN Amro | May 26, 2006 |
| 447. Evolution Wants Quick End to Williams de Broe Talks | May 26, 2006 |
| 448. Management Buy Gartmore | May 26, 2006 |
| 449. Icelandic Bank Buys Nordic Brokerage Firm | May 25, 2006 |
| 450. Spanish Private Bank Finally Sold | May 25, 2006 |
| 451. Credit Suisse Goes After Wealthy Californians, Taps Citigroup for Position | May 24, 2006 |
| 452. German Bank to Merge Investment Groups, Targets Ambitious AUM Growth | May 24, 2006 |
| 453. US Private Bank Buys Regional Bank | May 23, 2006 |
| 454. EFG Acquires Monaco Private Bank | May 22, 2006 |
| 455. Mellon Buys Scottish Investment Manager | May 18, 2006 |
| 456. UBS Keeps its Options Open on Acquisitions | May 17, 2006 |
| 457. UBS Makes Brokerage Acquisition | May 16, 2006 |
| 458. German Private Bank Buys into London Hedge Funds | May 16, 2006 |
| 459. South African Bank Makes Acquisition, Looks for Growth | May 11, 2006 |
| 460. UBS Make Brazilian Acquisition to Expand LatAm Business | May 9, 2006 |
| 461. Mourant Acquires Hedge Fund Specialist | May 5, 2006 |
| 462. Comment: Clariden Leu – Consolidation Gets a Boost, But Who to Buy Next? | April 28, 2006 |
| 463. Credit Suisse to Merge its Private Banks | April 27, 2006 |
| 464. Lee Munder Acquires Babson Wealth Management | April 26, 2006 |
| 465. South African Bank Buys Local Wealth Manager | April 25, 2006 |
| 466. Swiss-based Private Bank Acquires Subsidiary | April 25, 2006 |
| 467. Spanish Private Bank Near To Agreeing Sale | April 20, 2006 |
| 468. US Investment Bank Buys into Asset/Wealth Manager | April 20, 2006 |
| 469. Brazilian Bank Enters Private Banking Relationship with Neighbour | April 13, 2006 |
| 470. Lugano Bank is up For Sale | April 12, 2006 |
| 471. UBS Makes Private Client Acquisition | April 11, 2006 |
| 472. US Wealth Manager Acquires Retirement Advisor | April 11, 2006 |
| 473. Wealth Management Acquisitions Increase Rapidly in 2005 | April 6, 2006 |
| 474. Investec Acquires NM Rothschild Australian Business | April 6, 2006 |
| 475. Mellon Acquires US Wealth Management Business | April 3, 2006 |
| 476. Credit Suisse and Standard Bank in South African Joint Venture | March 24, 2006 |
| 477. UK Accountants Merge With Private Client Specialist | March 22, 2006 |
| 478. Goldman Plans Indian Venture to Include Wealth Management Business | March 16, 2006 |
| 479. Australian Wealth Management Firm Makes HNW Acquisition | March 16, 2006 |
| 480. Sal Oppenheim Takes Further Stake in French Asset Manager, Plans Expansion | March 15, 2006 |
| 481. Geneva Private Bank Sees Massive Stock Price Rise, Recruits Teams | March 10, 2006 |
| 482. Credit Suisse Buys into Asian Asset Management Firm | March 10, 2006 |
| 483. Liberty Sells Ermitage to Management, Appoints Well-Known Chairman | March 10, 2006 |
| 484. French-based Private Bank Acquired by Lebanese Bank | March 9, 2006 |
| 485. UK IFA Acquired Beleaguered Competitor’s Businesses | March 7, 2006 |
| 486. Syndicate Asset Management Buys UK Regional Fund Manager | March 6, 2006 |
| 487. UBS Buys French Asset Manager, Expands Onshore Private Banking Business | March 6, 2006 |
| 488. US Wealth Manager Enters Fast-Growing Managed Accounts Market Through Acquisition | February 27, 2006 |
| 489. Barclays in the Spotlight to Buy Spanish Private Bank | February 27, 2006 |
| 490. US Wealth Managers Tie the Knot | February 24, 2006 |
| 491. Julius Baer Not Looking for Any More Acquisitions, Says CEO | February 22, 2006 |
| 492. BNP Acquire Wealth Management Book from Bank of America | February 22, 2006 |
| 493. Schroders Acquires UK Hedge Fund Business | February 21, 2006 |
| 494. Consolidation Trends in Wealth Management to Accelerate, Says PwC | February 16, 2006 |
| 495. London Stockbroker Takes Out Regional Rival | February 16, 2006 |
| 496. Bank of New York Acquires Another Alternatives Manager | February 16, 2006 |
| 497. US Trust Company Makes Acquisition | February 15, 2006 |
| 498. US Giant Takes Stake in UK Hedge Fund | February 7, 2006 |
| 499. US Bank Takes Stake in New Wealth Management Firm | February 3, 2006 |
| 500. Icelandic Investors Buy Another UK-based Asset Management Firm | January 27, 2006 |
| 501. German Private Bank Sold to Private Investor | January 23, 2006 |
| 502. Australian Wealth Managers to Merge | January 19, 2006 |
| 503. US Asset Manager Makes Hedge Fund Acquisition | January 19, 2006 |
| 504. UK Private Client Group Acquires Investment Management Business | January 17, 2006 |
| 505. Rathbones Buys Dexia’s UK Private Banking Business | January 13, 2006 |
| 506. UK Private Client Group Looks for Buyer | January 9, 2006 |
| 507. UK Private Client Stock Broker Pulls Out of Acquisition at Last Hurdle | January 6, 2006 |
| 508. UK Financial Planner Launches Wealth Management Business, Hires Team | January 6, 2006 |
| 509. US Bank Buys “Virtual Private Banker” | January 5, 2006 |
| 510. Swiss Asset Manager Buys Clariden Bank Subsidiary | January 4, 2006 |
| 511. UK Fund Manager Moves Closer to Being Bought by Rival | January 3, 2006 |
| 512. Absa Buys Barclays' South African Business | December 23, 2005 |
| 513. Ex-Coutts Head Builds Wealth Management Business with Acquisition | December 21, 2005 |
| 514. Dutch Bank to Sell Private Banking Business to Degroof | December 14, 2005 |
| 515. Merrill Boosts Stake in Indian Joint Venture, Targets Wealth Management | December 8, 2005 |
| 516. US Wealth Manager Makes Acquisition | December 2, 2005 |
| 517. Sal Opppenheim Expands in Switzerland with Acquisition | December 1, 2005 |
| 518. Royal Bank of Canada Acquires UK-based Private Client Group | December 1, 2005 |
| 519. Israeli Bank Sells Fund Management Arm | November 30, 2005 |
| 520. US Wealth Manager Buys Lugano Private Clients Group | November 29, 2005 |
| 521. Icelandic-backed Group Builds Bigger Stake in UK Wealth Management | November 29, 2005 |
| 522. US Regional Wealth Management Firm Acquired | November 28, 2005 |
| 523. UK Private Client Broker Rejects Takeover Bid | November 25, 2005 |
| 524. ABN Sells Part of Caribbean Wealth Management Business | November 24, 2005 |
| 525. Bank Sarasin “Not for Sale” says Chairman | November 21, 2005 |
| 526. KBC Talks to Spanish Bank on Possible Private Banking Sale | November 18, 2005 |
| 527. Cazenove to Create Independent Fund/Wealth Management Group | November 17, 2005 |
| 528. ABN Looking for Private Banking Acquisitions in Germany | November 17, 2005 |
| 529. EFG: Waiting for the Big Buy? | November 16, 2005 |
| 530. Icelandic Bank Buys Irish Stockbroker | November 16, 2005 |
| 531. Gottardo Sells Monaco Business to Banque Jacob Safra | November 16, 2005 |
| 532. EFG Eurobank Acquires Controlling Stake in Asset Manager | November 16, 2005 |
| 533. UK Private Client Stockbroker Close to Acquisition | November 14, 2005 |
| 534. Coutts Sells Bank von Ernst Subsidiary | November 11, 2005 |
| 535. UK Regional IFA Acquires Competitor | November 10, 2005 |
| 536. EFG Private Bank Acquires UK Wealth Manager | November 9, 2005 |
| 537. Safra Considers Banca del Gottardo Acquisition | November 8, 2005 |
| 538. Principal Buys Grant Thornton Fund Management Arm | November 7, 2005 |
| 539. Investec Trust Acquires Private Client Trust Business | November 3, 2005 |
| 540. HSBC One Step Closer to Chinese JV | November 2, 2005 |
| 541. Commerzbank Wants to Expand Private Bank Business, Targets Acquisition | October 28, 2005 |
| 542. BSI Buys French Private Bank, Targets Middle East Expansion | October 28, 2005 |
| 543. Lugano Private Bank Not up for Sale | October 25, 2005 |
| 544. BNP Buys into Indian Fund Manager | October 25, 2005 |
| 545. US Regional Wealth Management Acquisition | October 24, 2005 |
| 546. Insinger De Beaufort Makes UK Acquisition | October 24, 2005 |
| 547. Bank of New York Acquires London Asset Management Firm | October 20, 2005 |
| 548. Sal Oppenheim Buys Swiss Group | October 20, 2005 |
| 549. New Australian Wealth Advisor Set Up With Merger | October 18, 2005 |
| 550. UK Asset Manager Plans Ambitious Growth After Acquisition | October 14, 2005 |
| 551. Barclays: Looking at a Swiss Private Banking Acquisition | October 14, 2005 |
| 552. US Regional Firm Acquires Wealth Manager | October 14, 2005 |
| 553. BNP Signs China Deal with Wealth Management Potential | October 13, 2005 |
| 554. Swiss Life Bolsters Gottardo with Cash Injection | October 11, 2005 |
| 555. Mellon Buys Wealth Manager | October 10, 2005 |
| 556. Deutsche Bank Forms Alliance with Australian Broker | October 6, 2005 |
| 557. US Online Broker Sold | September 30, 2005 |
| 558. Belgium Private Bank Buys Luxembourg Private Bank | September 29, 2005 |
| 559. UBS Continues to Look for Wealth Management Acquisitions | September 23, 2005 |
| 560. US Wealth Manager Buys Luxembourg Private Client Group | September 21, 2005 |
| 561. Credit Suisse Signs Italian Wealth Management Agreement | September 16, 2005 |
| 562. Swiss Bankers See Further Private-Banking Consolidation | September 15, 2005 |
| 563. Merrill Buys US Private Client Group | September 15, 2005 |
| 564. Julius Baer Ponders Sale of Unit | September 15, 2005 |
| 565. Credit Agricole Buys Luxembourg Private Banking Business | September 15, 2005 |
| 566. Swissfirst Merges with Swiss Asset Manager | September 13, 2005 |
| 567. Merck Finck Buys German Private Banking Business | September 13, 2005 |
| 568. French Private Bank Re-named | September 9, 2005 |
| 569. Deutsche Bank Sells Dutch Private Banking Business to Theodoor | September 8, 2005 |
| 570. Takeover Speculation at UK Independent Stockbroker | September 7, 2005 |
| 571. Julius Baer Acquires GAM and Three UBS-controlled Private Banks | September 5, 2005 |
| 572. BNP Private Banking Head Wants Swiss Acquisition | September 2, 2005 |
| 573. Hapoalim Buys Investec's US Brokerage Business | September 1, 2005 |
| 574. Major Hedge Fund Provider Considers De-Merging Brokerage | August 22, 2005 |
| 575. US Private Bank Acquires Regional Wealth Manager | August 4, 2005 |
| 576. Major US Accountancy Firm Buys Amex Business Services Division | August 3, 2005 |
| 577. US Private Equity Firm Buys Stake in Alt Manager | August 2, 2005 |
| 578. US Investment Manager Acquires Investment Boutique | August 2, 2005 |
| 579. US Acquisition of High Net Worth Asset Manager | August 2, 2005 |
| 580. US Wealth Management Boutique Makes Acquisition | July 28, 2005 |
| 581. EFG Buys Private Banking Assets | July 25, 2005 |
| 582. Asia News: The Indian Wealth Management Sector Heats Up with Acquisition | July 22, 2005 |
| 583. Merrill Lynch’s Abbas and Hays Discuss Growth & Acquisition Strategy | July 20, 2005 |
| 584. Close Brothers Buys Offshore Trust Business | July 19, 2005 |
| 585. HSBC in Private Banking Talks | July 18, 2005 |
| 586. US Regional Financial Planning Groups Merge | July 18, 2005 |
| 587. Bank of Scotland Buys into Asset Manager in China | July 14, 2005 |
| 588. HSBC Sells Private Bank | July 13, 2005 |
| 589. Canadian Wealth Manager Makes Acquisition | July 13, 2005 |
| 590. KPMG Says Private Banking M&A on the Rise | July 12, 2005 |
| 591. Is US Trust Up For Sale? | July 11, 2005 |
| 592. Australian Bank Buys Asian Wealth Manager, Plans Private Banking Expansion | July 11, 2005 |
| 593. Liechtenstein Bank Buys Trust Company, Opens New Office | July 6, 2005 |
| 594. KBC Plans Acquisition of Private Bank | July 6, 2005 |
| 595. Luxembourg Private Banks Merge | July 5, 2005 |
| 596. The Fortis/Dryden Deal: What does it Mean For Both Firms | July 1, 2005 |
| 597. Julius Baer Looks for Acquisitions in Asia—Report | June 30, 2005 |
| 598. Fortis Acquires Dryden | June 30, 2005 |
| 599. BNP Paribas Buys US Wealth Manager | June 29, 2005 |
| 600. MeesPierson “Close To” Signing Deal With Dryden | June 24, 2005 |
| 601. KBC Wants to Expand Private Banking Business | June 24, 2005 |
| 602. European Financial Services See M&A Activity Accelerates | June 24, 2005 |
| 603. WealthBriefing Research: Wealth Management Acquisitions Rise Steeply in 2005 | June 16, 2005 |
| 604. Canadian Wealth Manager Makes Third Acquisition | June 16, 2005 |
| 605. EFG Bank Makes Wealth Management Purchase | June 15, 2005 |
| 606. Deutsche’s Ackerman wants Private Banking Expansion | June 15, 2005 |
| 607. Speculation Grows on Sarasin's Future | June 13, 2005 |
| 608. Private Client Law Firm on the Acquisition Trail | June 13, 2005 |
| 609. Merrill is Looking for Wealth Managers | June 10, 2005 |
| 610. UK Private Client Advisory Firms Merge | June 3, 2005 |
| 611. Barclays Snaps Up French Wealth Business | June 3, 2005 |
| 612. Swiss Fund Manager Acquires HNW Specialist | May 26, 2005 |
| 613. M&A Advisor Appoints Senior Consultant | May 26, 2005 |
| 614. Lombard Odier Takes Stake in Zurich Private Bank | May 24, 2005 |
| 615. WestLB Finally Gets Its Private Bank, Plans Expansion | May 20, 2005 |
| 616. US Bank Acquires Wealth Manager Boutique | May 20, 2005 |
| 617. What Will the Next Report Say About Private Banking? | May 20, 2005 |
| 618. Wealth Management M&A Specialist Signs Another Deal | May 18, 2005 |
| 619. JPMorgan Active in Seeking New Private Banking Relationships | May 13, 2005 |
| 620. US Group Acquires Award-Winning Wealth Manager | May 11, 2005 |
| 621. London Private Client Law Firms Merge | May 5, 2005 |
| 622. US Bank Buys Regional Wealth Manager | May 4, 2005 |
| 623. Deutsche Sees AUMs Rise in Wealth Management | May 3, 2005 |
| 624. Is Kaupthing Building a European Private Banking Business? | April 29, 2005 |
| 625. Italian Bank Buys into UK Wealth Manager | April 28, 2005 |
| 626. Luxembourg Bank Buys Private Bank, Plans Merger | April 27, 2005 |
| 627. US Wealth Manager Continues on Acquisition Trail | April 27, 2005 |
| 628. WestLB in Talks to Acquire Private Bank, But Which One? | April 22, 2005 |
| 629. Raiffeisen Likely to Bolster Links with Vontobel | April 21, 2005 |
| 630. BNP Looks for Further Private Banking Acquisitions | April 21, 2005 |
| 631. Asian Merger for Wealth Managers | April 21, 2005 |
| 632. BNP Buys Private Bank from ABN | April 20, 2005 |
| 633. US Wealth Manager Acquires Gibraltar Bank | April 20, 2005 |
| 634. Spanish Investors buy into Portuguese Private Bank | April 19, 2005 |
| 635. Ex-Soros Pair Form New Private Equity Company | April 19, 2005 |
| 636. Dresdner Sells Private Banking Subsidiary to UBS | April 19, 2005 |
| 637. US Wealth Management Acquisition | April 18, 2005 |
| 638. US Bank Makes Purchase to Expand Wealth Offering | April 14, 2005 |
| 639. Ernst & Young to Sell Wealth Management Group | April 14, 2005 |
| 640. Julius Baer: To Be the Acquirer? | April 13, 2005 |
| 641. Rathbones Withdraws From Rensburg Bid | April 8, 2005 |
| 642. US Advisors Merge | April 7, 2005 |
| 643. Former Rensburg Director Speaks Out Over Deal | April 7, 2005 |
| 644. Liechtenstein Bank Buys Swiss Private Client Group | April 5, 2005 |
| 645. Singer Admits Takeover Talk | April 4, 2005 |
| 646. WestLB Close to Acquisition of Private Bank | April 1, 2005 |
| 647. Rensburg Rejects Rathbone Offer | April 1, 2005 |
| 648. Ultra-High Net Worth Firm Makes Family Office Acquisition | March 31, 2005 |
| 649. Rathbones Not Revising Offer for Rensburg | March 31, 2005 |
| 650. Geneva Bank Finds A Buyer—At Last | March 30, 2005 |
| 651. Bridgepoint Buys Tilney | March 30, 2005 |
| 652. London's Oldest Broker Returning to Management | March 30, 2005 |
| 653. Who's Bidding for Singer & Friedlander? | March 30, 2005 |
| 654. ING Look East For Wealth Management Opportunities | March 29, 2005 |
| 655. US Wealth Manager Acquires Investment Advisor | March 22, 2005 |
| 656. Close Brothers Buys German Stockbroker | March 22, 2005 |
| 657. ABN Amro Merges Private Banking Units | March 22, 2005 |
| 658. MilleniumAssociates Expand International Reach | March 16, 2005 |
| 659. Santander Buys Norwegian Private Bank | March 16, 2005 |
| 660. HSBC Sells Wealth Management Businesses | March 16, 2005 |
| 661. ABN Amro Buys Belgian Private Bank | March 15, 2005 |
| 662. Sal Oppenheim Buys Full Control of Irish Asset Manager | March 14, 2005 |
| 663. Successful mergers and acquisitions in a bear market | March 11, 2005 |
| 664. Rathbone’s Powell Tells WealthBriefing He’s Keen on Acquisitions | March 3, 2005 |
| 665. Rathbone Ups its Bid to Acquire Rensburg | February 28, 2005 |
| 666. US Investment Firms Buys Wealth Manager | February 24, 2005 |
| 667. UK Private Bank Makes Acquisition | February 21, 2005 |
| 668. US Bank Buys Stake in $8 billion Wealth Manager | February 18, 2005 |
| 669. UK Wealth Manager Makes Acquisition | February 17, 2005 |
| 670. Rensburg Announces Profit Rise as Takeover Talks Continue | February 16, 2005 |
| 671. UK Private Client Broker Makes Acquisition | February 15, 2005 |
| 672. Alt Manager's Australian Expansion | February 15, 2005 |
| 673. BNP Paribas Takes Stake in Turkish Wealth Manager | February 14, 2005 |
| 674. Wealth report: M&A activity picks up in US wealth management | February 13, 2005 |
| 675. PNC Gets Knock-Down Deal for Riggs | February 11, 2005 |
| 676. JP Morgan Makes Bond Purchase | February 11, 2005 |
| 677. Irish Property Deal for HNWs | February 10, 2005 |
| 678. Prudential Plans to Sell Dryden Wealth Management | February 7, 2005 |
| 679. Luxembourg Private Bank Buys Funds Boutique | February 7, 2005 |
| 680. Canadian Fund Buys into Rothschild | February 2, 2005 |
| 681. US HNW Specialist Sniffs Around for Acquisitions | January 31, 2005 |
| 682. Channel Island Bank Sells to Bank Leumi | January 31, 2005 |
| 683. Merrill Link Up With Chinese Brokerage | January 29, 2005 |
| 684. Deutsche/Dresdner Tie Up | January 29, 2005 |
| 685. Portuguese Bank Buys Spanish Wealth Manager | January 26, 2005 |
| 686. Abacus Looks for Acquisitions | January 25, 2005 |
| 687. US Broker Buys Investment Advisor | January 24, 2005 |
| 688. Dutch Bank Buys Rival | January 23, 2005 |
| 689. UBS Makes Another Purchase | January 21, 2005 |
| 690. Barclays in Talks to Buy Private Bank | January 21, 2005 |
| 691. Citigroup’s Private Banking Results Hit by Japan | January 20, 2005 |
| 692. What next for Baer? | January 19, 2005 |
| 693. US Accountancy Firm Makes Private Client Acquisition | January 19, 2005 |
| 694. Family Office Buys Stake in Alternative Manager | January 19, 2005 |
| 695. Julius Baer Shakes up Private Banking Operations | January 19, 2005 |
| 696. PNC Buys Riggs | January 18, 2005 |
| 697. Barclays Acquires Trust Business | January 18, 2005 |
| 698. At One With JP Morgan Chase | January 18, 2005 |
| 699. Who’s Taking Over Rensburg? | January 16, 2005 |
| 700. US Bank Buys Texan Financial Planner | January 14, 2005 |
| 701. Wells Fargo to Sell Full-Service Brokerage Unit | January 13, 2005 |
| 702. UBS Connects with China Market | January 13, 2005 |
| 703. Cazenove Changes Name | January 13, 2005 |
| 704. NRI Alliance | January 11, 2005 |
| 705. Aussie Alliance Does the Trick | January 11, 2005 |
| 706. Amex Alliance | January 11, 2005 |
| 707. Northern Trust Opens New Office | January 10, 2005 |
| 708. UBS Buys Yet Another Wealth Manager | January 10, 2005 |
| 709. Is Rathbones Up for Sale? | January 9, 2005 |
| 710. KBL Buys Puilaetco | January 9, 2005 |
| 711. Restructuring in Italy | January 9, 2005 |
| 712. Swiss Life to Stay in Private Banking | January 9, 2005 |
| 713. UBP Sells Trust Company | January 9, 2005 |
| 714. Changes at CA | January 9, 2005 |
| 715. Merrill Aim for Indian Market | January 9, 2005 |
| 716. Merrill Links in Japan | January 9, 2005 |
| 717. KBL Expansion | January 9, 2005 |
| 718. Expansion in China | January 9, 2005 |
| 719. Italian Partnership for Fortis | January 9, 2005 |
