News, Comment & Analysis results for M and A

M and A
10 April 2024

UBS In Talks For Full China Platform Ownership – Report

The report said the Swiss bank is acting in the aftermath of its acquisition of Credit Suisse,...

M and A
5 April 2024

Transatlantic Executive Search House Expands Via Merger

The combined entity will have a total of 30 people based out of New York, Boston and London.   ...

M and A
4 April 2024

Multi-Family Office Continues Acquisitions

Since its formation into a transatlantic MFO more than a year ago, the group has bought a business...

M and A
4 April 2024

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

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

M and A
3 April 2024

iCapital Agrees To Buy Mirador In Data, Financial Reporting Play

The transaction reflects how the busy space around private markets and alternative investments is...

M and A
27 March 2024

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

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

M and A
7 March 2024

Deals Of The Day: The Latest In Wealth Management M&A – WineFi, Coterie

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

M and A
4 March 2024

ANALYSIS: Waverton, London & Capital Marriage Proves Consolidation Trend Intact

If the deal proves anything, it highlights that consolidation remains the name of the game for much...

M and A
1 March 2024

London & Capital, Waverton Tie The Knot

An interesting feature of the agreement is that both London & Capital and Waverton are registered,...

M and A
23 February 2024

Investment Houses Drive AlTi's M&A, Growth Goals With War Chest

In a move signalling considerable ambition by multi-family office, AlTi Tiedemann Global, it has...

Comment & Analysis results for M and A

M and A
17 February 2012

LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients

Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by...

M and A
14 November 2011

Aspiriant Eyes Asia Market; Kochis Elected to Financial Planning Standards Board

US wealth manager Aspiriant is on the hunt for a collaborative partnership with a Asian firm or...

M and A
20 January 2011

Timing Is Everything As IFAs Consider M&A Options

UK Independent financial advisors should not rush to consider mergers or acquisitions but IFAs...

M and A
4 May 2010

Australia's Battle Of Investment Platforms - Competition Authority Weighs In

National Australia Bank's takeover of AXA Asia Pacific was recently scuppered by a ruling from the...

M and A
28 March 2010

Big Changes Loom In Australia's Wealth Management Landscape

...

M and A
22 March 2010

M&A Prospects For Wealth Managers Brightening

Merger and acquisition prospects for wealth managers are improving, and will brighten even more as...

M and A
23 February 2010

Worries That Australian Wealth Market Lacks Competition

Competition, or rather the lack of it, is becoming a major factor in Australia’s wealth...

M and A
9 February 2010

Battle Is Joined To Buy AXA Assets In Australia

The game’s afoot in Australia’s wealth management industry in the battle for AXA’s domestic...

M and A
20 December 2009

It Is Feeding Time For Wealth Management M&A

Australia is a country set for an unprecedented boom in wealth over the next 40 years, as the huge...

M and A
22 September 2009

The Contrasting Charms Of ING's Suitors

The bidders for ING's Asian private wealth assets have narrowed and those left in the field have...