UBS has reportedly acquired the remaining 40% in Brazilian multi-family office Consenso, with plans to double the number of advisers. The unit services Brazilian clients with over $8.7m (BRL50m) in…
GlobalData, a leading data and analytics company, has revealed its league tables for top 10…
UBS has reportedly acquired the remaining 40% in Brazilian multi-family office Consenso, with plans to double the number of advisers.…
GlobalData, a leading data and analytics company, has revealed its league tables for top 10 financial advisers by value and volume in Europe for Q1 2021 in its report, Global…
Canada’s Canaccord Genuity Group has agreed to buy Adam & Company’s private client investment management business for £54m ($74.4m) in cash consideration. The seller is The Royal Bank of Scotland (RBS), part…
UK-based Waverton Investment Management has acquired Scottish-based wealth planner Cornerstone Asset Management. The deal, whose financial term are unknown, is subject to regulatory approval. Founded in 2010, Cornerstone provides wealth…
California-based investment advisory firm Allworth Financial has expanded its presence in the home market by purchasing Shone Wealth Management. The deal, whose financial terms were not revealed, adds over $340m in…
British wealth manager Mattioli Woods has agreed to purchase 100% of the share capital of Leicester-based Pole Arnold Financial Management. As part of the deal, Mattioli Woods will retain the…
Ameriprise Financial has agreed to purchase the EMEA asset management business of BMO Financial in an all-cash deal worth around $845m (£615m). The transaction will bring $124bn of AUM to…
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