Wealth manager Covenant closes One Advocate Group takeover
San Antonio, Texas-based wealth management firm Covenant Multifamily Offices has expanded its presence in its home market by concluding the…
San Antonio, Texas-based wealth management firm Covenant Multifamily Offices has expanded its presence in its home market by concluding the…
German fintech wealthpilot, which provides consumer financial data aggregation software for the wealth management industry, has secured €8m investment in a new funding round. The company received €3.4m from investor…
21 Jan 2021
The banking industry is firmly in 2021 now and the pace of deals completed has been consistent between 10 January 2021 and 16 January 2021. There were 26 deals in…
20 Jan 2021
US-based investment manager Nuveen has agreed to purchase UK-based renewable energy fund manager Glennmont Partners for an unknown amount. Financial terms of the transaction, expected to close in the first…
20 Jan 2021
Colorado-based RIA aggregator Mercer Global Advisors has taken over Virginia-based wealth management firm Pinnacle Wealth Solutions. The transaction, whose financial details were undisclosed, wrapped up on 31 December 2020. Founded…
20 Jan 2021
Indian B2B2C investment technology platform WealthDesk has raised an undisclosed amount in a pre-Series A funding to bolster its growth. Senior leaders from global banks, market participants as well as…
19 Jan 2021
Hurst Point Group, a portfolio company of investment firm The Carlyle Group, has agreed to buy investment manager Hawksmoor Group. Hawksmoor’s shareholders have approved the offer and several of them…
19 Jan 2021