News, Comment & Analysis results for M and A

M and A
9 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Partners Capital, Kingswood, Baseplan

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

M and A
8 February 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, Bovill

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

M and A
24 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – FNZ, ifsam

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

M and A
23 January 2024

Objectway Buys Into Canadian Wealthtech Space

Objectway, which currently operates from Europe and the UAE, will be able to significantly extend...

M and A
18 January 2024

Chilean Group Buys Minority Stake In UK Wealth Manager

A business operating from Chile – with offices in Latin America and the US – has bought a stake...

M and A
16 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – AEW, Natixis

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

M and A
11 January 2024

Boston Multi-Family Office Completes Isle Of Man Deal

The deal demonstrates how M&A has been a feature of the world's fiduciary, trusts and...

M and A
10 January 2024

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

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

M and A
3 January 2024

US Fund Giant Completes Putnam Acquisition

The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the...

M and A
3 January 2024

HSBC Wraps Up French Retail Business Sale; To Launch International Payments App

The New Year got off to a busy start for the UK/Hong Kong-listed group. It has just completed the...

Comment & Analysis results for M and A

M and A
9 July 2007

The Winners & Losers in Recent US Wealth Management M&A Activity

The completion, on 2 July, of both Bank of America’s $3.3 billion acquisition of US Trust...

M and A
10 April 2007

FT.com: Sarasin/Vontobel - Short-Term Tie-up Unlikely Despite Synergies

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M and A
28 April 2006

Comment: Clariden Leu – Consolidation Gets a Boost, But Who to Buy Next?

Credit Suisse was very good at disguising what it had planned for its four independent private...

M and A
6 April 2006

Wealth Management Acquisitions Increase Rapidly in 2005

Consolidation in global wealth management gained pace in 2005, with acquisitions in the sector...

M and A
20 July 2005

Merrill Lynch’s Abbas and Hays Discuss Growth & Acquisition Strategy

Two of Merrill Lynch Global Private Client’s most senior managers, James Hays, head of US private...

M and A
12 July 2005

KPMG Says Private Banking M&A on the Rise

Mergers and acquisition activity among global private banks and wealth management firms rose by 26...

M and A
16 June 2005

WealthBriefing Research: Wealth Management Acquisitions Rise Steeply in 2005

Acquisitions in the wealth management sector rose by 58 per cent in the first five months of 2005,...

M and A
13 April 2005

Julius Baer: To Be the Acquirer?

It is difficult to gauge exactly what Julius Bear is up to. Yesterday at its annual general meeting...

M and A
20 January 2005

What next for Baer?

Julius Baer has been one of the most talked about private banks in Switzerland for years—and not...

M and A
5 December 2002

Wealth report: M&A activity picks up in US wealth management

The past six months have seen US wealth managers generate a flurry of mergers and acquisitions, as...