Morningstar to Acquire Wealth Management Platform Provider Praemium’s U.K. and International Business

By NS Banking Staff Writer

22 Dec 21

Praemium is a global leader in the provision of technology platforms for managed accounts, investment administration and financial…

Banking ServicesWealth Management

Vontobel to acquire UBS Swiss Financial Advisers

By NS Banking Staff Writer

17 Dec 21

Under Vontobel, the Swiss Financial Advisers is expected to continue providing customised investment solutions to US-based clients

Banking ServicesWealth Management

Canaccord Genuity to acquire Punter Southall’s wealth management business

By NS Banking Staff Writer

15 Dec 21

Punter Southall’s wealth management business provides advice and wealth management solutions to high net-worth individuals, with around £5bn…

Banking ServicesWealth Management

Westpac to pay $81m in penalties to resolve six proceedings filed by ASIC

By NS Banking Staff Writer

30 Nov 21

Westpac has admitted the allegations in each of the six proceedings and has agreed to remediate around $57m…

Banking ServicesWealth Management

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

Banking ServicesWealth Management

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…

Banking ServicesWealth Management

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…

Banking ServicesWealth Management

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…

Banking ServicesWealth Management

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”

Banking ServicesWealth Management

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

Banking ServicesWealth Management