The Harbourfront Group Announces Partnership with Audax Private Equity

By NS Banking Staff Writer

15 Jun 22

Investment from Leading Alternative Investment Manager Values Harbourfront at an Enterprise Value of CAD $425 Million

Banking ServicesWealth Management

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

By NS Banking Staff Writer

09 Jun 22

Cary Street Partners is a financial services firm that provides comprehensive wealth management services including investment management, planning…

Banking ServicesWealth Management

CANACCORD GENUITY GROUP INC. THROUGH ITS WEALTH MANAGEMENT BUSINESS IN THE UK, ANNOUNCES THE COMPLETION OF ITS ACQUISITION OF PUNTER SOUTHALL WEALTH

By NS Banking Staff Writer

01 Jun 22

SW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7…

Banking ServicesWealth Management

CaixaBank creates new subsidiary OpenWealth to serve affluent customers

By NS Banking Staff Writer

31 May 22

OpenWealth enables CaixaBank to become the first bank in Spain to provide its ultra-high net worth (UHNW) customers…

Banking ServicesWealth Management

Westpac to merge BT’s funds with Mercer; sell financial advisory unit

By NS Banking Staff Writer

27 May 22

Westpac said that the two transactions will result in an after-tax gain of A$225m ($160m) over the remaining…

Banking ServicesWealth Management

Advisor Group Accelerates Growth and Expands Multi-Channel Leadership with Acquisition of Infinex Financial Holdings, with over $30 Billion in Assets

By NS Banking Staff Writer

20 May 22

Acquisition of Financial Institution-Focused Broker-Dealer with over $30 Billion in Assets Positions Advisor Group to Align Industry-Leading Resources…

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Wealth technology platform Tifin secures $109m in Series D financing round

By NS Banking Staff Writer

13 May 22

Tifin will use the funding to support its growth plans with a special focus on Magnifi’s consumer platform,…

Banking ServicesWealth Management

HCL Technologies to Acquire Digital Banking and Wealth Management Specialist Confinale

By NS Banking Staff Writer

09 May 22

The acquisition is subject to customary closing conditions, which is expected to be completed in due course.

Banking ServicesWealth Management

HSBC launches new metaverse portfolio for affluent clients in Asia

By NS Banking Staff Writer

07 Apr 22

The new Metaverse Discretionary Strategy focuses on five segments including infrastructure, computing, virtualisation, experience and discovery, and interface,…

Banking TechnologyBanking ServicesWealth Management

RBC to acquire UK wealth manager Brewin Dolphin for £1.6bn

By NS Banking Staff Writer

01 Apr 22

Brewin Dolphin provides wealth management services in the UK and Ireland, with a network of more than 30…

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