Deals and Transactions

Document signing

CWB finalises investment in McLean & Partners Wealth Management

Wed, 22/05/2013 - 14:11

Canadian Western Bank (CWB) has closed its previously announced investment of 55 per cent ownership in McLean & Partners Wealth Management. »


Rob Stone, chief executive officer of Market Strategies

Market Strategies International acquires Cogent Research

Fri, 17/05/2013 - 14:40

Market Strategies International has acquired Cambridge, Massachusetts-based Cogent Research, a market research and strategic consulting firm that specialises in the wealth management industry. »


Greg Seibly, president and chief executive officer of Sterling

Sterling Financial acquires Seattle operations of Boston Private Bank & Trust Company

Tue, 14/05/2013 - 14:29

Sterling Financial’s principal operating subsidiary has completed the acquisition of the Seattle-area operations of Boston Private Bank & Trust Company effective 10 May 2013. »


Bellpenny’s chief executive Kevin Ronaldson

Bellpenny strikes GBP150m FUM deal with accountancy firm Price Bailey

Tue, 14/05/2013 - 09:19

Bellpenny, the national wealth manager and IFA acquirer, has completed a client bank and funds under management acquisition from Price Bailey Financial Planning, the IFA arm of Price Bailey chartered accountants. »


Graham Stock, Insparo

Bharti Airtel-Qatar Investment Group deal highlights continuing African growth potential

Mon, 06/05/2013 - 12:14

Graham Stock (pictured), chief strategist at Insparo Asset Management comments on Bharti Airtel decision to sell a stake to Qatar investment group… »


Rick Brooks, chief executive of Ardel Holdings

Carey Olsen advises on sale of Ardel Fund Services to JTC Group

Tue, 30/04/2013 - 06:50

Offshore legal specialist Carey Olsen has advised Ardel Holdings on the sale of Ardel Fund Services Limited (AFSL), a Guernsey-based third-party fund administration provider, to the JTC Group, a multi-jurisdictional, independent provider of trust, corporate and fund services. »


Ian Sayers, director general, AIC

VCT sector raises GBP403m in 2012/13 tax year

Thu, 25/04/2013 - 06:27

The venture capital trust (VCT) sector raised GBP402.5m in the 2012/13 tax year (value of new shares issued), according to figures published by the Association of Investment Companies (AIC). »


Sold sign

EFG International completes sale of remaining stake in EFG Financial Products

Wed, 24/04/2013 - 16:22

EFG International has completed the sale of its remaining stake of 20.25 per cent in EFG Financial Products to Notenstein Private Bank, a subsidiary of Raiffeisen Switzerland, for CHF70.2m (1,350,000 shares at CHF52 per share). »


Document signing

Weeden Investors acquires prime broker Saxis Group

Tue, 23/04/2013 - 16:00

Weeden Investors, the parent company of Weeden & Co – a full-service institutional broker, has completed the acquisition of Saxis Group, a full-service prime brokerage business. »


Vahe Dombalagian, a managing director at Madison Dearborn

Madison Dearborn Partners to acquire NFP for USD25.35 per share in cash

Tue, 16/04/2013 - 12:17

National Financial Partners (NFP), a provider of benefits, insurance and wealth management services, is to be acquired by affiliates of private equity firm Madison Dearborn Partners. »


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Corporate Governance - Dubai
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