Browsing Tag
Wealth management
81 posts
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…
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…
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…
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…
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…
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…
Mather Group acquires financial advisory firm Resource Advisory Services
The Mather Group (TMG), a US wealth management firm, has acquired Resource Advisory Services, a Tennessee-based financial advisory…
Commonwealth Bank of Australia to sell 55% stake in Colonial First State to KKR
Commonwealth Bank of Australia (CBA) has signed a deal to sell a 55% stake in Australian wealth management…
Advisor Group to acquire Ladenburg Thalmann Financial Services for $1.3bn
Advisor Group acquisition of Ladenburg Thalmann : Advisor Group, a US wealth management company, has agreed to acquire…
Ant Financial, Vanguard create JV for investment advisory services in China
Ant Financial Services, a Chinese fintech company owned by Alibaba Group, has created a joint venture (JV) with…