Hong Kong-based fund manager One Heritage Group is expanding its presence to Singapore with the establishment of new subsidiary. The move is part of the firm’s strategy to ramp up…
Apex Group has wrapped up its acquisition of ARM Swiss Representatives (ASR), after securing the…
Captrust Financial Advisors has acquired wealth management firm Covenant Multifamily Offices, further expanding its reach in the Texas region of…
Halo Investing, a US-based platform offering protective investments, has secured over $100m in Series C funding round, bringing its total…
Bluespring Wealth Partners has acquired Cincinnati-based Ritter Daniher Financial Advisor (RDFA) for an undisclosed amount. Established in 1999 by John…
Korean robo-adviser Fount has raised a $33.4m in a Series C round to support the further development of its machine…
Ocorian has completed the previously announced acquisition of Nordic Trustee, which offers trustee and agency services for bonds and direct lending in the Nordic region. The financial terms of the…
Hauck & Aufhäuser (H&A), the German private banking unit of Chinese consumer group Fosun International, has acquired German private bank Bankhaus Lampe. The deal, whose financial terms have not been…
Consolidator Fairstone has acquired Chadney Bulgin, adding over £850m in funds under management. Financial terms of the deal were not disclosed. Said to be a whole-of-market advice firm, Chadney Bulgin…
Fairport Wealth, a Cleveland-based Hightower advisory firm, has purchased Pennsylvania-based wealth management firm FMA Advisory, which oversees $500m in assets. Financial terms of the deal have not been revealed. Founded…
Savant Wealth Management has received a strategic minority investment from North American-focused middle-market private investment firm Kelso & Company. Financial terms of the deal have not been shared. Based in…
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