News, Comment & Analysis results for M and A

M and A
5 February 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brooks Macdonald, LIFT

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

M and A
29 January 2025

Evelyn Partners Sells Fund Solutions Business To Thesis

The sale follows Evelyn Partners' review aimed at refocusing the group on its core wealth...

M and A
29 January 2025

Deals Of The Day: The Latest In Wealth Management M&A – WHEB Asset Management

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

M and A
28 January 2025

Expect Financial Sector M&A Rise This Year; Wealth Management A Driver – Law Firm

After a rise in financial sector M&A last year, with a raft of wealth managers in the mix, more...

M and A
27 January 2025

Deals Of The Day: The Latest In Wealth Management M&A – Hoxton Wealth, Titan

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

M and A
23 January 2025

Corient's M&A Hunger Highlighted By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has...

M and A
20 January 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less...

M and A
10 January 2025

Liechtenstein's LLB Completes Austrian Bank Purchase

LLB said the deal represents an important extension of its business footprint. ...

M and A
8 January 2025

Julius Baer Sells Domestic Brazilian Wealth Business

The Swiss private bank said the deal will be accretive to its capital, and subject to customary...

M and A
7 January 2025

Vontobel Completes IHAG Privatbank Acquisition

The Zurich-listed firm said the acquisition has a positive effect on its group net profit. ...

Comment & Analysis results for M and A

M and A
29 May 2024

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...

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

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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...