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. ...

M and A
17 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – Moneyfarm, Willis Owen

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

M and A
14 March 2025

North American Wealth M&A Increased In 2024 – Sector Is Weathering Volatility

Foreign buyers, including those linked to sovereign wealth funds, were among the players in the...

M and A
12 March 2025

Deals Of The Day: The Latest In Wealth Management M&A – Oak Group, Opera

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

M and A
11 March 2025

Ludlow Trust Continues Trust Sector Acquisitions

Ludlow has already purchased trusts businesses from NatWest, Coutts, and C Hoare & Co. ...