News results for M and A

M and A
3 June 2021

Acquired UK Financial Services Firm Adopts Parent's Name

The Rees Pollock name of the original firm will fall out of use as part of its absorption into the...

M and A
1 June 2021

Authorities Green Light Italian Bank Merger With REYL & Cie

The European institutions are joining forces, building a private banking and wealth management...

M and A
28 May 2021

HSBC Continues Pivot To Wealth Management

The bank is increasing its focus on wealthier clients, perceiving them to be more profitable,...

M and A
19 May 2021

Swiss Family Office Takes International Wealth House Stake

The new investment will finance growth initiatives such as hiring more staff in the UAE, improving...

M and A
17 May 2021

UK's AssetCo Goes Shopping, Agrees To Acquire Scottish Firm

AssetCo is explicitly committed to acquisitions of asset and wealth firms as part of its business...

M and A
7 May 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial...

M and A
7 May 2021

UBS Sells Remaining Clearstream Fund Centre Stake

The stake is being sold for about $429 million, the banking group said. ...

M and A
5 May 2021

Independent Wealth Planners Build Newcastle Hub

Acquisition hungry IWP adds another IFA in Newcastle to create a new regional hub in the...

M and A
4 May 2021

J Safra Sarasin Completes Purchase Of BMO's Hong Kong, Singapore Private Banking Arms

The move is an example of consolidation affecting parts of the world’s private banking space ...

M and A
30 April 2021

Deals Of The Day: The Latest In Wealth Management M&A - Laven Partners, MPAC

The latest M&A deals in wealth and asset management. ...

Comment & Analysis results for M and A