Sequoia buys South Carolina RIA Family Asset Management
Ohio-based registered investment advisor (RIA) Sequoia Financial Group has added more than $300m in assets to its books with the…
Ohio-based registered investment advisor (RIA) Sequoia Financial Group has added more than $300m in assets to its books with the…
French investment company Wendel has entered a deal to acquire a 75% stake in US private credit manager Monroe Capital.…
Swedish wealth management company Söderberg & Partners has invested in four independent financial adviser (IFA) businesses, deepening its foothold in…
B. Riley Financial has agreed to divest Great American Group, which provides asset valuation services, to Oaktree Capital Management. The…
Regulatory approval is pending for Titan Wealth Holdings' acquisition of Aspira Corporate Solutions. Titan's assets under management rises to £16.6bn…
The Allianz PNB Life joint venture (JV) has teamed up with banking major HSBC to increase insurance coverage in the…
Kirkland & Ellis was the top mergers and acquisitions (M&A) legal adviser in the financial services sector during the first…
Union Bancaire Privée (UBP) announced that it has acquired 100% of the shares issued by Angel Japan Asset Management. The…
Mediobanca has signed a strategic agreement with the partners of Arma Partners and US Arma Partners to team up in…
Wealth and asset manager AlTi Tiedemann Global (AlTi) has completed the purchase of AL Wealth Partners (ALWP), bringing the firm…