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…

Banking ServicesWealth Management

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…

Banking ServicesWealth Management

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

Banking ServicesWealth Management

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…

Banking ServicesWealth Management

Refinitiv launches platform for wealth management firms and their active trader customers

By NS Banking Staff Writer

24 Jun 21

The platform allows wealth firms to offer a superior trading ecosystem for active self-directed investors

Banking ServicesWealth Management

JPMorgan Chase to acquire UK digital wealth management firm Nutmeg

By NS Banking Staff Writer

18 Jun 21

Nutmeg will support JPMorgan’s UK digital bank to be launched this year, and strengthen its retail digital wealth…

Banking ServicesWealth Management

National Australia Bank closes $1.1bn sale of MLC Wealth to IOOF

By NS Banking Staff Writer

01 Jun 21

Following the acquisition, IOOF will cater to around 2.2 million clients

Wealth ManagementBanking Services

ICBC, Goldman Sachs get regulatory nod for wealth management JV in China

By NS Banking Staff Writer

26 May 21

ICBC Wealth Management will contribute 49% funding for the JV, while Goldman Sachs Asset Management will fund 51%

Banking ServicesWealth Management

Peapack-Gladstone Financial Corporation to Acquire Princeton Portfolio Strategies Group

By NS Banking Staff Writer

13 May 21

Partners Bill Hamill, Suzanne Twitchell, Carlton Savoye, Alan Moucha, and John Capodici, along with all PPSG team members,…

Banking ServicesWealth Management

Northern Trust Completes Acquisition of Parilux Investment Technology

By NS Banking Staff Writer

07 May 21

Front Office Solutions takes the next step in its Parilux partnership to serve institutional investors’ need for a…

Banking ServicesWealth Management