Financial Results
18 October 2023

Wealth, Asset Revenues Slip At Goldman Sachs

The results come in a quarter that has seen Goldman Sachs make a number of transactions, such as...

Investment Strategies
12 September 2023

Institutional Investors Raise Cash Holdings In August Amid Cautious Mood

The data, from actual transactions that investors engage in, suggests that economic and market...

M and A
9 August 2023

UK's Progeny Acquires Wealth Manager, Expands AuM To £8 Billion

The transaction is an example of continued M&A activity in the UK wealth management space. ...

M and A
14 July 2023

GAM's Largest Shareholder Gives Green Light To Takeover

The Silchester group has held a stake in GAM Holding since 2011. Its approval of the transaction...

M and A
13 July 2023

US Group Buys Crestbridge; Family Offices Services Arm Remains Independent

Crestbridge Family Office Services isn't covered by the transaction, it said. ...

Fund Management
7 June 2023

Asian, European WealthTechs Join Hands

Groups such as Allfunds and Endowus are part of a change in how funds are transacted by wealth...

People Moves
6 June 2023

Indosuez WM's Digital Subsidiary Names Deputy CEO

Azqore, which specialises in information systems outsourcing and banking transaction processing for...

M and A
25 May 2023

TrustQuay, Viewpoint Wrap Up Merger

The transaction is an example of the kind of M&A activity that goes on in all parts of the world's...

M and A
18 May 2023

Private Wealth, Corporate Services House Buys Yacht Business

The transaction is an example of how, notwithstanding certain pressures, the industry for...

M and A
5 May 2023

UK's Liontrust Agrees GAM Merger

Liontrust said the provisional agreement increases the range of its funds, widens its footprint and...