News, Comment & Analysis results for M and A

M and A
July 1, 2024

BlackRock Agrees To Buy Preqin For $3.2 Billion

The transaction will be a cash deal, the US asset management group said.

M and A
June 25, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Three Sixty

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
June 21, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Avery Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
June 13, 2024

Summit Trail Advisors Add $3 Billion AuM Group

The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the

M and A
June 11, 2024

Citigroup Completes Mainland China Retail Wealth Sale To HSBC

Time will tell whether Citigroup's sale of 14 businesses around the world, from Mexico to Malaysia,

M and A
June 10, 2024

Cresset Buys Michigan-Based MFO, Takes AuM Over $52 Billion

One of the oldest multi-family offices in the US, Connable has served seven generations of its

M and A
June 7, 2024

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

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
May 31, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Founders Grove Wealth Partners, Dynasty Financial Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
May 29, 2024

Steward Partners Targets Florida

The addition to the Steward Partners platform adds $320 million in client assets.

M and A
May 23, 2024

Callan Family Office Launches Business Transition, Transaction Offering

The fact that such an offering is being rolled out speaks to the amount of corporate activity, some

Comment & Analysis results for M and A

M and A
March 22, 2010

M&A Prospects For Wealth Managers Brightening

Merger and acquisition prospects for wealth managers are improving, and will brighten even more as

M and A
February 23, 2010

Worries That Australian Wealth Market Lacks Competition

Competition, or rather the lack of it, is becoming a major factor in Australia’s wealth

M and A
February 9, 2010

Battle Is Joined To Buy AXA Assets In Australia

The game’s afoot in Australia’s wealth management industry in the battle for AXA’s domestic

M and A
December 20, 2009

It Is Feeding Time For Wealth Management M&A

Australia is a country set for an unprecedented boom in wealth over the next 40 years, as the huge

M and A
September 22, 2009

The Contrasting Charms Of ING's Suitors

The bidders for ING's Asian private wealth assets have narrowed and those left in the field have

M and A
July 9, 2007

The Winners & Losers in Recent US Wealth Management M&A Activity

The completion, on 2 July, of both Bank of America’s $3.3 billion acquisition of US Trust

M and A
April 10, 2007

FT.com: Sarasin/Vontobel - Short-Term Tie-up Unlikely Despite Synergies

M and A
April 28, 2006

Comment: Clariden Leu – Consolidation Gets a Boost, But Who to Buy Next?

Credit Suisse was very good at disguising what it had planned for its four independent private

M and A
April 6, 2006

Wealth Management Acquisitions Increase Rapidly in 2005

Consolidation in global wealth management gained pace in 2005, with acquisitions in the sector

M and A
July 20, 2005

Merrill Lynch’s Abbas and Hays Discuss Growth & Acquisition Strategy

Two of Merrill Lynch Global Private Client’s most senior managers, James Hays, head of US private