ABN AMRO to acquire German Private Bank HAL for €672m to bolster position in wealth management
ABN AMRO has announced the acquisition of Hauck Aufhäuser Lampe (HAL), a prominent German private bank, from Fosun International for EUR 672 million. This strategic ... Read More
Avantax acquires GA Investment Management to enhance wealth management services
Avantax Inc., a premier tax-focused financial planning and wealth management firm, has acquired GA Investment Management (GA), an unaffiliated Pennsylvania-based wealth management company. This strategic ... Read More
Sanctuary Wealth partners with tru Independence to redefine wealth management landscape
Sanctuary Wealth, renowned for supporting a new generation of elite financial advisors, has announced the strategic acquisition of tru Independence, a distinguished enterprise based in ... Read More
BIP Wealth expands with acquisition of The Money Advisor Group
BIP Wealth, a top-ranked Atlanta-based Registered Investment Advisor (RIA), has announced its acquisition of The Money Advisor Group, LLC (TMAG), marking a significant expansion in ... Read More
Wealth Enhancement Group expands with acquisition of Lynch Retirement Investment Group
Wealth Enhancement Group, an independent national wealth management firm overseeing more than $81.9 billion in client assets, has strategically expanded its portfolio by joining forces ... Read More
SEI enhances wealth management with multi-custody data integration
SEI (NASDAQ:SEIC) has announced an enhancement for U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP), offering an advanced integration that allows for comprehensive management ... Read More
Brown Brothers Harriman & Co. expands wealth management and multi-family office team in Houston
Brown Brothers Harriman & Co. (BBH), a leading privately held financial institution, announced a significant enhancement to its Wealth Management and Multi-Family Office services in ... Read More
WealthWise Financial Services expands in Texas with strategic acquisition
WealthWise Financial Services, renowned for its integrative wealth management approach tailored to business owners, executives, and female investors, has recently made headlines with the acquisition ... Read More
BlackRock to fully acquire SpiderRock Advisors to strengthen SMA capabilities
BlackRock, Inc. (NYSE: BLK), the world's largest asset manager, announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, a premier provider of ... Read More
Angel One makes strategic foray into private wealth management with new leadership
In a significant move that underscores the growing intersection of technology and finance, Angel One, one of India's leading fintech entities, has announced its venture ... Read More