News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – Moneyfarm, Willis Owen
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
North American Wealth M&A Increased In 2024 – Sector Is Weathering Volatility
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the...
Deals Of The Day: The Latest In Wealth Management M&A – Oak Group, Opera
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Ludlow Trust Continues Trust Sector Acquisitions
Ludlow has already purchased trusts businesses from NatWest, Coutts, and C Hoare & Co. ...
J Safra Sarasin Buys Majority Stake In Saxo
The transaction – subject to regulatory clearance – is valued at more than €1.6 billion or...
AITi Tiedemann Makes Its First European Acquisition With German MFO
The wealth manager and multi-family office has bought its first European business, a German MFO...
US-Based Oaktree Completes Close Brothers AM Acquisition
The conclusion of the CBAM acquisition continues a busy period for London-listed Close Brothers. ...
Dow Jones Adds Geopolitics, Macroeconomics Expertise
The transaction is taking place when unsettled global affairs, and the effect of new technology,...
Canaccord Genuity Wraps Up BMI Acquisition
The transaction, which was originally announced last September, is part of a continued pattern of...
Cibus Capital Supports Sustainable, Tech-Focused Food Merger
Cibus Capital, a London-based investment advisory firm specialising in sustainable food and...
Comment & Analysis results for M and A
Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking
Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...
Asia's Singlife Sees Big Wealth Management Market Potential
In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...
WEALTH TALK: Focus On Possible Bank Mega-Merger
It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...
WEALTH TALK: Focus On Financial Tech M&A
This publication discusses one of the largest M&A deals to affect the data and information services...
The Refinitiv Deal: What It Means For Wealth Management
This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it...
GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?
How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term...
EXCLUSIVE: It's Been Tough, But Spain's Private Banking Sector Is Seeing Recovery - Part 2
In the second half of a feature on the Spanish wealth management arena, we look at M&A deals and...
Wealth Management M&A Reached "Fever Pitch" Level In 2013 - Scorpio
The pace of global wealth management consolidation reached a “fever pitch” level in 2013 with...
INTERVIEW: UK Specialist Investment House Seeks New Brand Identity
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INTERVIEW: Falcon Swoops On Venerable Swiss Firm; Eyes More Industry M&A
One of the oldest names in banking history will be consigned to the archives when Falcon Private...
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