Crédit Agricole’s Indosuez acquires 70% stake in Wealth Dynamix
Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…
Cetera Financial to acquire Securian Financial’s retail wealth business
26 Jan 23The retail wealth business of the US-based Securian Financial includes over 1,000 financial professionals across more than 30…
Charles Schwab acquires FWA to serve multifamily and single-family offices
25 Jan 23Charles Schwab said that Schwab Advisor Services and The Family Wealth Alliance will jointly focus on building community…
J.P. Morgan Asset Management gets regulatory nod to complete acquisition of CIFM
23 Jan 23Upon completion of the acquisition, CIFM will be operated by J.P. Morgan Asset Management’s Chinese unit (JPMAM China),…
FNZ to acquire US-based wealth management company YieldX
20 Jan 23The acquisition will combine FNZ’s full service, end-to-end platform with YieldX’s fixed income portfolio management technology, which will…
BNP Paribas closes sale of Bank of the West to Bank of Montreal
19 Jan 23Established in 1874, Bank of the West operates over 500 branches and offices in 24 states, primarily in…
FNZ closes acquisition of German trading platform Fondsdepot Bank
17 Jan 23FNZ said that the acquisition represents its further investment in the German market, and will consolidate the strengths…
American Express to acquire Israeli payments automation firm Nipendo
13 Jan 23The acquisition enables American Express to integrate Nipendo’s team, technology, and capabilities to expand its diverse offerings for…
Worldline completes the acquisition of a 40% stake in Online Payment Platform
13 Jan 23Worldline is a global leader in the payments industry and the technology partner of choice for merchants, banks,…
Fidelity Investments acquires equity management firm Shoobx
12 Jan 23The acquisition builds on Fidelity’s existing relationship with Shoobx, which was established in 2021, to create an equity…