Financial Services

News

Bain Capital matches CC Capital’s offer in Insignia pursuit

News

Revolut rolls out robo-advisory service in Singapore

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Constellation invests in Virginia RIA Bogart Wealth

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Generali, BPCE announce $1.9tn global asset management JV

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Wealth-tech Envestnet appoints new CEO

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HSBC bolsters wealth capabilities in India

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M&G Investments names new CFO

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Coller Capital launches new office in Singapore

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Hoxton Wealth acquires UK’s Family First Financial Services

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Kirkland & Ellis, Demarest Advogados top 2024 M&A legal advisor rankings in South and Central America

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Goldman Sachs, UBS lead South America M&A financial advisory rankings in 2024

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Generali to buy majority stake in credit investment firm MGG for $320m

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Schroders to slash headcount by 3% in new CEO’s push for growth

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Latham & Watkins, White & Case top 2024 MEA M&A legal advisory rankings

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Kirkland & Ellis emerges North America’s top M&A legal adviser in 2024

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Goldman Sachs, Houlihan Lokey lead North American M&A advisers in 2024

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BMO Capital Markets, Rand Merchant Bank lead MEA M&A advisory in financial services for 2024

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BlackRock records profit of $1.67bn in Q4 2024

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Advisor360° takes over Gen AI tech firm Parrot AI

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Elevation Point picks stake in Michigan RIA Stonebrook Private

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Mariner adds $1bn in assets with three acquisitions

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Wealth Enhancement acquires Ohio RIA Danison & Associates

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Liechtenstein’s LLB completes acquisition of ZKB Austria

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Bain Capital sweetens buyout offer for Insignia to nearly $1.8bn

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Kuwaiti asset manager Markaz adopts Objectway tech

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Nomura appoints new COO for international wealth business

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Mariner adds $292bn in assets with Cardinal Investment Advisors deal

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First American Bank taps InvestCloud to enhance digital wealth platform

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BlackRock to trim staff headcount by nearly 1%

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Merrill Wealth Management forms advisory group to serve UHNW clients

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EP Wealth acquires Michigan’s Executive Wealth Management

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Singaporean asset manager Paragon gets licence for Hong Kong business

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BTG Pactual to acquire Julius Baer’s Brazilian wealth unit

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Azets Wealth Management to buy Laurus Associates

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Blue Owl Capital appoints Japan private wealth head

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Mesirow buys private credit manager Bastion Management

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MAI Capital Management acquires Garrison Asset Management

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Advisory firm Indivisible Partners onboards New York team upon launch

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