India Deals

News

Rothschild family intends to take Paris-listed investment bank private

Kuldeep Jha

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Carson Wealth snaps up White Ember Financial Planning in Missouri

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Advisor360° buys Agreement Express’ wealthtech assets

Deal News

TMX Group buys 21% stake in VettaFi for $175m

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Choreo to purchase investment advisor GreerWalker Wealth

Company news

Israel’s Shield raises $20m in Series B round

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Mercer Advisors snaps up Regis Management Company

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Wealthspire Advisors snaps up Sage Financial Advisors in Nevada

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State Street and FactSet partner to streamline data flows

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FNZ backs fintech Bondsmith in Series-A financing round

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Guardian Capital picks 60% stake in Rae & Lipskie Investment Counsel

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Mirae Asset acquires Austria’s ETF Securities

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Mariner Wealth continues acquisition spree with Corbenic Partners deal

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Creative Planning acquires $114m wealth firm in Georgia

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Kudu Investment picks minority stake in emerging markets investment firm

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Lovell Minnick Partners to take majority ownership in London & Capital

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Mercer Advisors continues acquisition spree with new deal

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Alera Group Wealth Services scoops up $3.5bn Pennsylvania wealth firm

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Stifel to bolster European footprint with acquisition of ACXIT

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Coldstream Wealth Management enters Alaska with LWM deal

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abrdn pulls out of Exo Investing acquisition, invests in Nucoro

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Rockefeller Capital Management acquires Spearhead Capital’s wealth business

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Orion wraps up acquisition of Redtail Technology

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OneDigital accelerates wealth push with TimeScale Financial deal

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HSBC makes key appointment in UHNW division

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Germany’s Trade Republic secures €250m in Series B extension

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Savant Wealth backs Australian fintech firm Lumiant

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The Mather Group brokers acquires Louisville-based RIA

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All Pro Capital picks stake in RIA Advenire Wealth

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Julius Baer offloads Fransad business to management

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Raymond James finalises $1.1bn takeover of TriState Capital

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Franklin Templeton signs deal to buy European credit manager Alcentra

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Canaccord Genuity closes acquisition of Punter Southall Wealth

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Progeny bolsters Hampshire footprint with Coll Perkins acquisition

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abrdn concludes acquisition of interactive investor

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Irwin Mitchell acquires TWP Wealth to bolster wealth management team

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Private investment platform Titanbay raises fresh funds to accelerate growth

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Westwood to takeover Salient’s asset management business

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