Tag archive for ‘Wealth management’
    By businessnewstoday On Monday, April 5th, 2021
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    Utmost to acquire investment platform provider Quilter International for £483m

    (adsbygoogle = window.adsbygoogle || []).push({}); Utmost Group Limited, a specialist life assurance group, has agreed to acquire Isle of Man-based investment platform provider Quilter International More...

    By businessnewstoday On Sunday, February 28th, 2021
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    Fidelity D & D Bancorp to acquire Landmark Bancorp for $43m

    Fidelity D & D Bancorp has agreed to acquire rival Pennsylvania-based bank holding company Landmark Bancorp in a cash-cum-stock deal worth $43.4 million. Landmark Bancorp is the holding company of Landmark Community More...

    By Soujanya Ravi On Wednesday, January 20th, 2021
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    Citi merges wealth management units to create Citi Global Wealth

    Citi, a US-based financial services company, has merged the wealth management teams of its global consumer banking (GCB) and the institutional clients group (ICG) divisions to form a single, integrated platform More...

    By businessnewstoday On Friday, December 18th, 2020
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    UBS to divest Austrian wealth management business to LGT

    UBS Europe, a subsidiary of Swiss banking group UBS, will sell its Austrian wealth management business to Liechtenstein-based private banking and asset management company LGT. The financial terms of the transaction More...

    By businessnewstoday On Thursday, November 19th, 2020
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    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 investment by WestCap Group was made from its flagship More...

    By businessnewstoday On Thursday, November 12th, 2020
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    HUB International acquires Baystate Fiduciary Advisors in Boston

    HUB International, a global insurance brokerage, has acquired the assets of Baystate Fiduciary Advisors based in Boston, Massachusetts for an undisclosed price. Baystate Fiduciary Advisors provides investment fiduciary More...

    By businessnewstoday On Monday, November 9th, 2020
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    Hub acquires Florida-based Leading Edge and affiliates

    Global insurance brokerage Hub International has acquired the assets of Leading Edge Benefit Advisors, Raimey, Leading Edge Human Resource Services, Leading Edge Companies, Leading Edge Financial Group, Leading More...

    By businessnewstoday On Saturday, August 29th, 2020
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    Pacific Alliance Group to take majority stake in Edelweiss Wealth Management

    Asia-focused investment group Pacific Alliance Group (PAG) has signed a deal worth $300 million with Indian financial services firm Edelweiss Group to acquire a stake of 51% in its wealth management business, which More...

    By businessnewstoday On Wednesday, July 29th, 2020
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    India neobank Niyo acquires Goalwise mutual funds investment platform

    Niyo, an Indian digital-only bank, has acquired Goalwise, a mutual funds investment platform, for an undisclosed price, in a move to grow its product offering to the millennials. According to the neobank, the COVID-19 More...

    By businessnewstoday On Wednesday, July 1st, 2020
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    Lion Street acquires Mercury Financial to expand in institutional market

    Lion Street, a Texas-based financial services company, has acquired Mercury Financial Group, a provider of wealth planning and insurance solutions to financial advisors for high net worth clients, for an undisclosed More...