News, Comment & Analysis results for M and A

M and A
4 September 2024

Deals Of The Day: The Latest In Wealth Management M&A – Vistra, Sertus

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

M and A
5 July 2024

Utmost Group Agrees To Buy Lombard International Assurance

Amongst its activities, Lombard is a player in what is called private placement life insurance...

M and A
2 July 2024

US Asset Management Titan Increases Private Markets Bet

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

M and A
28 June 2024

Tikehau Capital And Nikko Asset Management Finalise Partnership In Asia

The partnership will enhance the global investment capabilities and presence of both groups...

M and A
26 June 2024

Carlyle, Goldman Sachs Commit More Than $1.1 Billion To Apex Group

The global financial services provider, operating in locations spanning the Americas, Europe, MENA,...

M and A
26 June 2024

Swiss Regulator Says UBS/Credit Suisse Merger Doesn't Hamper Competition

An issue that came out of the 2008 financial crisis was the problem of banks deemed "too big to...

M and A
26 June 2024

UBS, Securities Firm Sell 85 Per Cent Stake In Chinese Business

UBS came into possession of the stake when it bought Credit Suisse last March. The Swiss bank said...

M and A
25 June 2024

Merger-Enlarged TrustQuay Has Brand Makeover

The expanded firm has more than 600 international firms as clients. ...

M and A
14 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – 360 ONE WAM

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

M and A
12 June 2024

HSBC Completes Purchase Of Citigroup's Greater China Retail Wealth Arm

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

Comment & Analysis results for M and A

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

M and A
13 November 2020

Asia's Singlife Sees Big Wealth Management Market Potential

In September, Singapore's Singlife said that it intended to merge with Aviva Singapore, and this...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

M and A
22 August 2019

WEALTH TALK: Focus On Financial Tech M&A

This publication discusses one of the largest M&A deals to affect the data and information services...

M and A
9 August 2019

The Refinitiv Deal: What It Means For Wealth Management

This article examines the London Stock Exchange Group's purchase agreement for Refinitiv, what it...

M and A
17 June 2016

GUEST COMMENT: What Are The Ingredients For A Successful Wealth Management M&A Deal?

How can acquiring firms increase the chance of success in an M&A deal in terms of adding long-term...

M and A
28 April 2015

EXCLUSIVE INTERVIEW: We Did It! Now For The Task Of Integrating Coutts International, Says UBP

After the speculation, the deal was done, and the Swiss private bank snapped up the non-UK part of...

M and A
24 February 2014

The View From Singapore: An Evening With Credit Suisse As It Opens A New Wealth Institute

As Credit Suisse officially launched its Wealth Insitute for Asia-Pacific, this publication was on...

M and A
17 December 2013

Wealth Management M&A Reached "Fever Pitch" Level In 2013 - Scorpio

The pace of global wealth management consolidation reached a “fever pitch” level in 2013 with...

M and A
15 August 2013

INTERVIEW: UK Specialist Investment House Seeks New Brand Identity

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