2022 So far In Venture Capital

News

Wealthtech Sidekick raises £3.33m to build modern investment manager

Patrick Brusnahan

News

Hawksford expands global footprint with double acquisitions

Deals

Deals relating to the cloud increased in the private banking industry in H1 2022

News

Diverger acquires equity interest in McGregor Wealth Management

News

TD Bank weighs acquisition of US brokerage firm Cowen

News

NFP scoops up Toronto-based Newport Private Wealth

News

Colliers to pick controlling interest Versus Capital

News

MAI Capital Management expands Cleveland reach with Winfield deal

News

Progeny to foray into international markets with The Fry Group deal

News

Wealth Enhancement signs deal to buy $574m RIA with Iowa and Florida presence

News

AssetCo to takeover SVM Asset Management

News

Caledonia seeks to offload investment manager 7IM in £400m deal

News

Lido Advisors bolsters wealth management platform with latest deal

News

Hawksmoor signs deal to buy Gore Browne

News

Lovell Minnick Partners to take majority ownership in London & Capital

News

Stifel to bolster European footprint with acquisition of ACXIT

News

Coldstream Wealth Management enters Alaska with LWM deal

News

Raymond James finalises $1.1bn takeover of TriState Capital

News

Canaccord Genuity closes acquisition of Punter Southall Wealth

News

Vinci Partners scouts Latin America for M&A opportunities

News

Waller Helms Advisors signs deal to acquire Park Sutton Advisors

News

Brooks Macdonald acquires Integrity Wealth Solutions

News

Clime Investment Management to take over Melbourne-based wealth firm

Deals

Emigrant Partners picks minority stake in Koda Capital

News

HCL Technologies to buy Swiss wealth management specialist Confinale

News

EP Wealth continues acquisition streak with Vantage Advisors deal

Deals

Deals relating to big data increased significantly in the private banking industry in H2 2021

Data Journalism Team

News

Bluespring Wealth Partners acquires Hudson Dynamic Retirement

News

Robinhood steps into the UK with Ziglu deal

Patrick Brusnahan

News

The Mather Group acquires San Diego-based Avenue Advisors

News

Fortis Capital Advisors expands US footprint with Next Horizon Advisors deal

Deals

Deals relating to digital media increased significantly in the private banking industry in H2 2021

Data Journalism Team

News

Howden to enter mortgage broking market with acquisition of advice firm

News

Chesapeake acquires Cherry Lane Capital to bolster wealth offerings

News

Merit Financial Advisors continues acquisition spree with double deals

News

Franklin Templeton finalises takeover of Lexington Partners

News

BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group

Deals

Deals announced decreased significantly in the private banking industry in H2 2021

Data Journalism Team

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