M and A
7 August 2024

JTC Completes Another US Trust Business Purchase

JTC, a global professional services business headquartered in Jersey, has completed its latest...

M and A
6 August 2024

Quilter Expands Advice Network

Quilter adds four firms to its advice network, all of which share the firm's commitment to...

M and A
6 August 2024

Etops To Join European Wealthtech Group

The enterprise is backed by London-based private equity firm Pollen Street Capital.  ...

M and A
5 August 2024

Union Bancaire Privée Buys SocGen's Suisse, UK, Channel Islands Businesses

The purchase price, which includes equity, covers businesses with collective AuM of almost €25...

M and A
2 August 2024

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

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

M and A
31 July 2024

Saffery Acquires AWFM Sport

The acquisition, which will expand Saffery’s sports and entertainment offering, means that it can...

M and A
26 July 2024

Titan Wealth Targets Dubai

Backed by private equity, Titan Wealth has made a number of acquisitions recently, with this latest...

M and A
15 July 2024

GAM Shifts Management Company Activities To Apex

GAM said its fund management services business is now “highly commoditised” and more...

M and A
5 July 2024

Utmost Group Agrees To Buy Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

M and A
4 July 2024

Deals Of The Day: The Latest In Wealth Management M&A – Fintel, Threesixty

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