M and A
14 April 2025

Oak Group Acquires Bahamian Trust Company

The integration will begin immediately, with no change to the service that Amber clients...

M and A
11 April 2025

EXCLUSIVE: New UK Company Buys Compeer’s Databases, IP

Compeer was liquidated after the sudden death of its CEO and majority shareholder earlier this...

M and A
8 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Montana Capital Partners, Prudential Financial

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

M and A
7 April 2025

Indosuez Wealth Management Targets Switzerland

Paris-headquartered Indosuez Wealth Management, a subsidiary of the Crédit Agricole Group,...

M and A
7 April 2025

AVI Japan Opportunity Trust Proposes Fidelity Japan Trust Merger

AVI Japan Opportunity Trust made this proposal public, ahead of the Fidelity Japan Trust ...

M and A
2 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – UBP, SG Kleinwort Hambros

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

M and A
1 April 2025

Deals Of The Day: The Latest In Wealth Management M&A – Quanta Group, Evelyn Partners

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

M and A
31 March 2025

Julius Baer Completes Sale Of Domestic Brazil Business

The Swiss bank said it will continue to operate its Brazil international business and is committed...

M and A
28 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – AnaCap, FJMF, Luxembourg, TISE, Miami

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

M and A
26 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – Howden, Barnett Waddingham

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