News results for M and A

M and A
February 27, 2023

Sanctuary Adds Texas Firm To Embrace

The move continues Sanctuary's expansion of its US wealth management footprint.

M and A
February 22, 2023

Titan Wealth Secures Backing From Parthenon To Drive Growth

The move follows a number of cases where US private equity money is being used to invest in wealth

M and A
February 22, 2023

ZEDRA completes rebrand of US and Curaçao-based Atlas Fund Services

The new teams say that the merger will help them attract the skilled talent they need to to

M and A
February 21, 2023

Ohio-Based Firm Buys Multi-Family Office

The business will more than double Sequoia's assets under management in its family wealth practice.

M and A
February 17, 2023

Dynasty Agrees To Buy TruClarity

This transaction agreement for an undisclosed sum is a reminder of how busy the wealth management

M and A
February 14, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hightower

The latest deals and transactions in and around North American wealth management.

M and A
February 10, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hightower

The latest deals and transactions in and around North American wealth management.

M and A
February 10, 2023

Steward Partners Continues Bringing More Firms Under Umbrella

Since the start of 2023 wealth managers with a total of almost $700 million in assets under

M and A
February 9, 2023

Mirador Completes Fusion Financial Partners Acquisition

The announcement adds to a number of acquisitions that have been completed early this year.

M and A
February 8, 2023

Deals Of The Day: The Latest In Wealth Management M&A – MetLife IM

The latest deals and transactions in and around North American wealth management.

Comment & Analysis results for M and A