Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
Wealth and Asset Management
15393 articles found
Wealth Enhancement Group acquires Boston-based RIA
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
CREALOGIX to be future partner of savings banks in private banking
The requirements have now become more closely integrated and will be delivered to the customer step by step.
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business
Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.
Global X by Mirae Asset recognized at the FSA Fund Awards Hong Kong 2021 for cutting-edge ETF innovation
The accolade reflects the prowess of Mirae Asset's 'Global X' platform, the ETFs, research and insights of which are at the cutting edge of thematic investing.
J. Safra Sarasin Group announces another year of improved growth and performance in 2020
Strong balance sheet of CHF 38.0 billion with substantial liquid assets of CHF 8.7 billion at the end of 2020.
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
IQ-EQ expands global Funds division into Ireland
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
Pathstone Announces the Addition of Cornerstone Capital Group
Growing Smart(ly) in a Way That Matters