M and A
1 August 2025

Deals Of The Day: The Latest In Wealth Management M&A – JTC, Union Bancaire Privée

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

M and A
31 July 2025

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Finance Shop, FS Wealth Management

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

M and A
28 July 2025

UK's Close Brothers Spins Off Winterflood Business As Restructuring Continues

The UK financial services group continues its restructuring moves. ...

M and A
22 July 2025

US-Based Index Giant To Acquire ARC’s Wealth Data, Indices

This publication reports on an important acquisition deal for the wealth sector and what it means...

M and A
22 July 2025

SS&C To Acquire Global Funds Network For $1.0 Billion

One of the largest banking and wealth sector technology firms – based in the US – has agreed to...

M and A
18 July 2025

High Net Worth, Family Offices M&A Deals Up 13 Per Cent – Pinsent Masons

The number and value of M&A deals by high net worth individuals and family offices climbed over the...

M and A
18 July 2025

JAR Capital Acquires Singapore-Based Multi-Family Office

The story highlights a level of corporate activity taking place at multi-family offices and...

M and A
11 July 2025

UK's Jupiter Taps Non-Profit Client Base With CCLA Deal

The UK firm is acquiring a business that serves the non-profit sector, and which has chalked up a...

M and A
10 July 2025

Deals Of The Day: The Latest In Wealth Management M&A – Partners Wealth, Navigate

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

M and A
9 July 2025

France's Group Banque Richelieu Acquires Swiss Private Bank

The purchase of Kaleido Private Bank expands Richelieu's Swiss market presence, adding to its...