Canaccord Genuity to scoop up Results International Group
Canaccord Genuity has signed an asset purchase agreement to acquire UK advisory business Results International Group. The transaction, whose financial…
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Hub International snaps up WealthPlan Advisors
US-based full-service global insurance brokerage and financial services firm HUB International has acquired the assets of independent investment advisory firm…
Indian invest-tech startup dezerv rakes in $20.7m at $100m valuation
India-based invest-tech platform dezerv has secured $20.7m in a Series A funding round, taking its valuation to $100m. The…
Integrity brokers deal to buy Gladstone Wealth Partners
US-based insurtech company Integrity Marketing Group, which also provides wealth management and retirement planning solution, has signed an agreement to…
iCapital wraps up acquisition of Simon Markets
Fintech platform iCapital has concluded its previously announced acquisition of Simon Markets, a technology platform facilitating structured investments and annuity…
Vontobel concludes UBS Swiss Financial Advisers deal
Vontobel has finalised its acquisition of UBS Swiss Financial Advisers (SFA), a Zurich-based subsidiary of UBS that serves US clients…
F.L.Putnam acquires investment adviser Salem Capital Management
F.L. Putnam Investment Management Company (FL Putnam) has acquired Salem Capital Management for an undisclosed amount. The acquisition was closed…
Deals relating to robotics decreased significantly in the private banking industry in H1 2022
Deals relating to robotics in the private banking sector have seen a decrease of 60% from H1 2021 to H1…
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