Alpian raises $18m in second funding round
New digital financial services firm Alpian, incubated by Swiss banking group REYL & Cie, has announced a successful Series B funding, reaching CHF16.9m ($18m). The initial funding round in 2020…
Utmost Group to acquire Quilter International
Utmost Group is set to acquire Quilter International from Quilter plc for £483m ($665m). Quilter…
Alpian raises $18m in second funding round
New digital financial services firm Alpian, incubated by Swiss banking group REYL & Cie, has announced a successful Series B…
Utmost Group to acquire Quilter International
Utmost Group is set to acquire Quilter International from Quilter plc for £483m ($665m). Quilter International will become part of Utmost International, the international life assurance business of Utmost Group.…
Santander to acquire Indosuez Wealth Management
Santander Private Banking announced its intention to acquire Indosuez Wealth Management business in Miami. This includes $4.3bn in client assets and liabilities with related staff from Indosuez. Subject to regulatory…
Royal London to acquire financial advice business Wealth Wizards
Royal London has agreed to acquire Wealth Wizards, a financial guidance and advice provider, from Liverpool Victoria. The acquisition is aligned with Royal London’s plan to make guidance and financial…
Morgan Stanley completes Eaton Vance acquisition
Morgan Stanley has completed the previously announced acquisition of US-based investment management firm Eaton Vance. The $7bn deal closed nearly six months after Morgan Stanley signed a definitive agreement to…
Wells Fargo sells asset management arm for $2.1bn
Wells Fargo has agreed the sale of Wells Fargo Asset Management (WFAM) for $2.1bn to GTCR and Reverence Capital Partners. WFAM is the asset management arm of the wider Wells…
William Blair to acquire boutique investment advisory firm ICM
William Blair Investment Management has signed a definitive agreement to acquire boutique investment advisory firm Investment Counselors of Maryland (ICM). The financial terms of the acquisition were not disclosed. Established…
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