News, Comment & Analysis results for Transact

M and A
26 February 2025

Canaccord Genuity Wraps Up BMI Acquisition

The transaction, which was originally announced last September, is part of a continued pattern of...

M and A
23 January 2025

Corient's M&A Hunger Highlighted By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has...

M and A
8 January 2025

Julius Baer Sells Domestic Brazilian Wealth Business

The Swiss private bank said the deal will be accretive to its capital, and subject to customary...

Strategy
20 December 2024

Why Data, Ease Of Integration Are King In A Buy And Build Strategy 

With integration challenges often causing many M&A deals to fail, the importance of getting this...

M and A
28 November 2024

Chinese Group To Sell 33 Per Cent Stake In UBS Joint Venture – Report

UBS is wrapping up a number of transactions following last spring's acquisition of Credit Suisse. ...

M and A
26 November 2024

UK's Evelyn Partners Spins Off Professional Services Arm

The transaction, involving a sale to funds advised by Apax Partners, creates two standalone...

M and A
4 October 2024

Norwegian Shipping Family Dynasty Buys Into UK-Based Engineering, Consulting Group

The transaction is an example of how a wealthy business family dating back decades diversifies via...

Technology
12 August 2024

Digital Digest: The Latest Tech News – Transact

The latest technology news in the wealth management sector from around the world. ...

M and A
2 July 2024

US Asset Management Titan Increases Private Markets Bet

The transaction will be a cash deal, the US asset management group said.        ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...

Comment & Analysis results for Transact