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privatebankerinternational
1 天
MetLife signs deal to acquire asset manager PineBridge
MetLife Investment Management (MIM), the institutional asset management business of US insurance giant MetLife, has agreed to ...
privatebankerinternational
1 天
Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency
Pulse360, a provider of wealth management solutions, and software company Holistiplan have unveiled Dynamic SmartFields, a ...
privatebankerinternational
2 天
Focus partner firms Brownlie & Braden and Prairie Capital merge
Wealth management firm Focus Financial has announced merger of its partner firms Brownlie & Braden and Prairie Capital ...
privatebankerinternational
1 天
BBVA takeover of Banco Sabadell clears ECB hurdle
The European Central Bank (ECB) has approved BBVA’s proposed acquisition of Banco Sabadell, marking a critical milestone in the merger of two major Spanish banks. BBVA Chair Carlos Torres Vila hailed ...
privatebankerinternational
2 天
BNP Paribas enters deal to acquire AXAInvestment Managers
BNP Paribas Cardif, part of French banking group BNP Paribas, has entered a share purchase agreement to acquire AXA’s asset ...
privatebankerinternational
5 天
TA Associates to invest in New Zealand wealth manager Craigs
American private equity house TA Associates has agreed to invest in New Zealand-based wealth management company Craigs ...
privatebankerinternational
5 天
Orion enters deal to buy wealthtech Summit Wealth Systems
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
privatebankerinternational
6 天
Summit makes minority investment in Gordon Asset Management
New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...
privatebankerinternational
6 天
Titan Wealth expands with acquisition of Independent Wealth Planners
Wealth management Titan Wealth has acquired Independent Wealth Planners (IWP), a UK financial planning provider, subject to ...
privatebankerinternational
6 天
Merit Financial Advisors acquires Oregon’s Roth Asset Management
Atlanta, Georgia-based wealth management firm Merit Financial Advisors has expanded in the Pacific Northwest with the ...
privatebankerinternational
5 天
Intesa Sanpaolo aids Italian Exhibition Group development
Italian Exhibition Group is an Italian company in the organisation of international trade fair events. Through its IMI ...
privatebankerinternational
6 天
Allfunds unveils AI assistant to alter investment decisions
Allfunds, a prominent B2B WealthTech platform, has launched ANA (Allfunds Navigation Assistant), an AI-powered tool designed ...
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