News, Comment & Analysis results for M and A

M and A
22 April 2024

Titan Wealth Completes Another UK Deal

The firm has made a number of acquisitions recently. Backed by private equity, it is an example of...

M and A
22 April 2024

US Private Capital Business Completes Crestbridge Deal

The transaction – announced last summer for an undisclosed sum – expands Gen II's business...

M and A
16 April 2024

Acquisition-Hungry Titan Wealth Wraps Up Another UK Deal

Titan Wealth, which is targeting client assets under administration of £50 billion in five years,...

M and A
10 April 2024

UBS In Talks For Full China Platform Ownership – Report

The report said the Swiss bank is acting in the aftermath of its acquisition of Credit Suisse,...

M and A
5 April 2024

Transatlantic Executive Search House Expands Via Merger

The combined entity will have a total of 30 people based out of New York, Boston and London.   ...

M and A
4 April 2024

Multi-Family Office Continues Acquisitions

Since its formation into a transatlantic MFO more than a year ago, the group has bought a business...

M and A
4 April 2024

Deals Of The Day: The Latest In Wealth Management M&A – Sienna IM

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

M and A
3 April 2024

iCapital Agrees To Buy Mirador In Data, Financial Reporting Play

The transaction reflects how the busy space around private markets and alternative investments is...

M and A
27 March 2024

Deals Of The Day: The Latest In Wealth Management M&A – Mirabaud AM

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

M and A
7 March 2024

Deals Of The Day: The Latest In Wealth Management M&A – WineFi, Coterie

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

Comment & Analysis results for M and A

M and A
13 November 2020

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...

M and A
18 September 2020

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...

M and A
22 August 2019

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...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it...

M and A
17 June 2016

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...

M and A
28 November 2014

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...

M and A
17 December 2013

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...

M and A
15 August 2013

INTERVIEW: UK Specialist Investment House Seeks New Brand Identity

...

M and A
5 October 2012

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...

M and A
21 February 2012

Exclusive: Casady Outlines LPL’s Plans For Fortigent

LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing...