News, Comment & Analysis results for M and A

M and A
March 4, 2024

Robertson Stephens Surpasses $5 Billion AuM With Fresh Deal

The firm has grown via a blend of organic and inorganic growth in different parts of the US.

M and A
March 4, 2024

ANALYSIS: Waverton, London & Capital Marriage Proves Consolidation Trend Intact

If the deal proves anything, it highlights that consolidation remains the name of the game for much

M and A
March 1, 2024

Wealth Advisors Expect Slower M&A, Future Leaders Face Affordability Challenge – Study

A variety of forces mean that the vigorous M&A activity that has been a feature of the North

M and A
March 1, 2024

London & Capital, Waverton Tie The Knot

An interesting feature of the agreement is that both London & Capital and Waverton are registered,

M and A
February 27, 2024

Deals Of The Day: The Latest In Wealth Management M&A – LPL, Continuity Private Wealth

The latest moves and appointments in wealth management in the Americas.

M and A
February 23, 2024

Investment Houses Drive AlTi's M&A, Growth Goals With War Chest

In a move signaling considerable ambition by multi-family office, AlTi Tiedemann Global, it has

M and A
February 23, 2024

Investment Houses Drive AlTi's M&A, Growth Goals With War Chest

In a move signalling considerable ambition by multi-family office, AlTi Tiedemann Global, it has

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

M and A
February 16, 2024

Pathstone Adds Another Wealth Firm

Pathstone has been one of the more prominent acquirers of wealth management firms in the US. When

M and A
February 9, 2024

Rockefeller Adds Another Team In Nationwide Expansion

There appears to be no slackening in the run of teams joining the wealth management business of