M&A

Tilney in merger talks with Smith & Williamson

• Wealth management
• 19 August 2019

Eastspring bolsters Asian footprint with Thailand acquisition

• Business Development
• 16 August 2019

UK's Octopus to acquire wealth technology business Seccl for £10m

• Fintech
• 15 August 2019

JPMorgan secures majority stake in China fund JV

• Business Development
• 07 August 2019

Quilter sells life assurance division for £425m

• Business Development
• 05 August 2019

Fairway Group to join Oak's multi-jurisdictional business in merger

• Business Development
• 01 August 2019

Liontrust to acquire Neptune in £40m deal

• Business Development
• 31 July 2019

Generali makes double deal worth €600m to boost presence in Portugal

• Insurance
• 22 July 2019

Mumbai-based Edelweiss to sell 20% of wealth business

• Wealth management
• 17 July 2019

Charles Schwab in talks to purchase USAA wealth arm

• Wealth management
• 16 July 2019

J. Safra Sarasin acquires Lombard Odier Gibraltar PB business

• Business Development
• 15 July 2019

Edmond de Rothschild acquires 34% of quant boutique

• Business Development
• 11 July 2019

Two Sydney-based advice firms join forces

• Wealth management
• 08 July 2019

Scotiabank sells Puerto Rico and Virgin Islands operations after record losses

• Banking
• 01 July 2019

Shaw and Partners acquires Perth-based DJ Carmichael

• Wealth management
• 20 June 2019

Australia's Fiducian acquires MyState financial planning arm for A$3.5m

• Wealth management
• 17 June 2019

Goldman Sachs to acquire UK insurance broker Aston Lark

• Business Development
• 23 May 2019

Lighthouse shareholders approve £46.2m Quilter deal

• Wealth management
• 14 May 2019

Generali targets smaller insurance companies to grow in Europe

• Insurance
• 09 May 2019

Julius Baer subsidiary inks partnership deal with fintech in Brazil

• Wealth management
• 02 May 2019

Alvarium completes acquisition of Iskander, bolstering European reach

• Business Development
• 21 March 2019

Cayman leads offshore deal making

• Business Development
• 07 March 2019

Asset management M&A breaks 11-year record

• Business Development
• 18 February 2019

Aberdeen Standard Investments bolsters Asia property presence

• Property
• 18 February 2019