Rathbones to buy Investec’s UK wealth and investment unit for $1.04bn

By NS Banking Staff Writer

06 Apr 23

Rathbones will acquire Investec Wealth & Investment (Investec W&I UK), to create a combined, large-scale wealth management firm…

Banking ServicesWealth Management

IGM Financial acquires stake in Rockefeller Capital Management for $622m

By NS Banking Staff Writer

04 Apr 23

With the stake purchase, IGM becomes the second largest shareholder of the US-based independent wealth management and financial…

Banking ServicesWealth Management

UBS to acquire Credit Suisse in $3.3bn emergency rescue deal

By NS Banking Staff Writer

20 Mar 23

The deal, backed by the Swiss Federal Department of Finance, the Swiss National Bank, and the Swiss Financial…

Banking ServicesWealth Management

Major US banks to inject up to $30bn into First Republic Bank

By NS Banking Staff Writer

17 Mar 23

The rescue by top US banks will help First Republic Bank survive the growing impact of the financial…

Banking ServicesWealth Management

Credit Suisse secures regulatory approval for wealth business in China

By NS Banking Staff Writer

08 Mar 23

Credit Suisse’s China joint venture, Credit Suisse Securities (China), has obtained an investment consultancy licence in China after…

Banking ServicesWealth Management

M&G Wealth and Moneyfarm launch &me

By NS Banking Staff Writer

01 Feb 23

M&G Wealth’s investment expertise is key to deciding which investments to use and how much to invest in…

Banking ServicesWealth Management

Crédit Agricole’s Indosuez acquires 70% stake in Wealth Dynamix

By NS Banking Staff Writer

27 Jan 23

Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…

Banking ServicesWealth Management

Cetera Financial to acquire Securian Financial’s retail wealth business

By NS Banking Staff Writer

26 Jan 23

The retail wealth business of the US-based Securian Financial includes over 1,000 financial professionals across more than 30…

Banking ServicesWealth Management

Charles Schwab acquires FWA to serve multifamily and single-family offices

By NS Banking Staff Writer

25 Jan 23

Charles Schwab said that Schwab Advisor Services and The Family Wealth Alliance will jointly focus on building community…

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FNZ to acquire US-based wealth management company YieldX

By NS Banking Staff Writer

20 Jan 23

The acquisition will combine FNZ’s full service, end-to-end platform with YieldX’s fixed income portfolio management technology, which will…

Banking ServicesWealth Management