Tag: investment management
Mission Wealth and Charles Carroll Financial Partners announce strategic merger
In a significant development in the wealth management sector, Mission Wealth LP, a leading national wealth management firm, has officially announced its merger with Charles ... Read More
Mission Wealth merges with Charles Carroll Financial Partners to expand client services and partner base
Mission Wealth LP, a prominent national wealth management firm, has recently announced a significant merger with Charles Carroll Financial Partners. This strategic move not only ... Read More
CRISIL to acquire Aussie research and consulting firm Peter Lee Associates
CRISIL Limited, an Indian analytical company owned by S&P Global, has agreed to acquire Peter Lee Associates, an Australian research and consulting firm, for AUD ... Read More
Šiaulių Bankas and Invalda INVL to merge retail businesses in €40m deal
Lithuanian commercial bank Šiaulių Bankas and investment management and life insurance group Invalda INVL will merge their retail businesses following the approval of the latter’s ... Read More
TD Bank to acquire American investment banking company Cowen for $1.3bn
Toronto-Dominion Bank (TD Bank Group) has agreed to acquire Cowen Inc., a publicly-listed American investment banking company, in an all-cash deal worth $1.3 billion or ... Read More
Clime Investment Management acquires MTIS Wealth Management and ISAS
Clime Investment Management Limited (CIW), an Australian investment advice company, said that its board has reached an agreement with the principals of MTIS Wealth Management ... Read More
RattanIndia Enterprises acquires RattanIndia Investment Manager
New Delhi-based RattanIndia Enterprises (formerly RattanIndia Infrastructure Limited) said that it has acquired 100% of RattanIndia Investment Manager Private Limited for INR 25,000 to make ... Read More
Addepar raises $117m for wealth management technology platform
Addepar, a US-based wealth management technology platform, has raised $117 million in a Series E funding round, led by growth equity firm WestCap Group. The ... Read More
Morgan Stanley to acquire investment management firm Eaton Vance
Morgan Stanley acquisition of Eaton Vance : Investment banking giant Morgan Stanley has agreed to acquire Boston-based investment management firm Eaton Vance, in a cash-cum-stock ... Read More