Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

By NS Banking Staff Writer

23 Nov 21

Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices

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UBS to divest Spanish wealth management unit to Singular Bank

By NS Banking Staff Writer

26 Oct 21

The combined entity will be a large-scale private banking entity in Spain with assets worth around €20bn and…

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Hightower Makes Strategic Investment in Landsberg Bennett Private Wealth Management

By NS Banking Staff Writer

06 Oct 21

The $1 billion Florida-based firm will utilize Hightower's suite of consulting and operational services to further scale and…

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MAI Capital Management Acquires Storey & Associates

By NS Banking Staff Writer

05 Oct 21

The acquisition expands MAI’s presence within the Greater Cleveland region and adds to MAI’s financial planning and asset…

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MUFG Develops MUFG Wealth Management Digital Platform

By NS Banking Staff Writer

27 Sep 21

MUFG, including MUFG Bank, the Trust Bank and MUMSS, has united toward a vision of “MUFG Wealth Management”

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Abra Announces $55 Million in Series C Funding

By NS Banking Staff Writer

16 Sep 21

Investment Fuels Company’s Strategic Expansion in Global Crypto Ecosystem Following Record Year of Growth

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Acquisition by Bank of Ireland of Davy – Ireland’s leading wealth and capital markets provider

By NS Banking Staff Writer

23 Jul 21

Davy has separately announced today that it is selling Davy Global Fund Management (DGFM) and its shareholding in…

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Deutsche Bank to axe up to 450 jobs in Ireland to simplify operations

By NS Banking Staff Writer

07 Jul 21

The bank’s move forms part of its strategy, announced in July 2019, to simplify its operations and reduce…

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Union Bancaire Privée to acquire Millennium Banque Privée – BCP

By NS Banking Staff Writer

30 Jun 21

With this acquisition, UBP will increase its assets under management

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CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors

By NS Banking Staff Writer

29 Jun 21

CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to…

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