News results for M and A

M and A
June 16, 2023

Hightower Makes "Strategic Investment" In $1.6 Billion Firm

The developments are an example of the M&A and consolidation activity that has become a marked

M and A
June 15, 2023

JTC Agrees To Make Another US Acquisition

The firm, which is headquartered in Jersey, in the Channel Islands, said the US personal trust

M and A
June 15, 2023

Avaloq, BlackRock Agree Wealthtech Pact

The partnership between the US-based and European/Asian groups is aimed at wealth management

M and A
June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

M and A
June 12, 2023

UBS Completes Credit Suisse Takeover

UBS said it had reached an important milestone by completing this phase of the process. Alongside

M and A
June 9, 2023

US-Based "tru" Adds Wealth Managers, MFO To Embrace

The firm, which was founded nine years ago, has added a clutch of businesses to its community.

M and A
June 7, 2023

Hightower Adds Another RIA To Its Collection

The developments are an example of the M&A and consolidation activity that has become a marked

M and A
June 6, 2023

Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive

Mercer has been one of the most prominent acquirers of wealth management firms in the North

M and A
June 2, 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
May 31, 2023

TMI Holdings To Merge With Argent Financial Group

Subject to approvals from regulators and stockholders, the deal means that Argent will oversee more

Comment & Analysis results for M and A