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

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Diverger acquires equity interest in McGregor Wealth Management

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TD Bank weighs acquisition of US brokerage firm Cowen

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NFP scoops up Toronto-based Newport Private Wealth

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Colliers to pick controlling interest Versus Capital

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MAI Capital Management expands Cleveland reach with Winfield deal

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Progeny to foray into international markets with The Fry Group deal

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

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AssetCo to takeover SVM Asset Management

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

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Lido Advisors bolsters wealth management platform with latest deal

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Hawksmoor signs deal to buy Gore Browne

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Lovell Minnick Partners to take majority ownership in London & Capital

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Stifel to bolster European footprint with acquisition of ACXIT

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Coldstream Wealth Management enters Alaska with LWM deal

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Raymond James finalises $1.1bn takeover of TriState Capital

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Canaccord Genuity closes acquisition of Punter Southall Wealth

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Vinci Partners scouts Latin America for M&A opportunities

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Waller Helms Advisors signs deal to acquire Park Sutton Advisors

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Brooks Macdonald acquires Integrity Wealth Solutions

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Clime Investment Management to take over Melbourne-based wealth firm

Deal News

Emigrant Partners picks minority stake in Koda Capital

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HCL Technologies to buy Swiss wealth management specialist Confinale

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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

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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

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Chesapeake acquires Cherry Lane Capital to bolster wealth offerings

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Merit Financial Advisors continues acquisition spree with double deals

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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