Palatine Private Equity-backed Wren Sterling has completed a deal with Corimar Holdings to purchase the assets of Frobisher Capital Ltd, an independent financial advisory business based in Woking, Surrey.
Registered Investment Adviser Creative Planning has acquired Lenox Wealth Management, a Registered Investment Advisory firm located in Cincinnati, Ohio.
Independent Wealth Planners UK (IWP UK) has acquired Carnelian Capital Management Limited (Carnelian). The acquisition brings new scale to Richmond House Wealth Management boosting IWP’s presence in the South East.
CI Financial Corp is to acquire full ownership of BDF, a private wealth management firm with USD4.5 billion in assets.
Curtis Banks, one of the UK’s largest independent SIPP and SSAS operators, is to acquire the SIPP and SSAS provider Talbot and Muir, and fintech provider Dunstan Thomas, subject to completion.
JTC has completed the acquisition of Sanne’s private client business, which was announced in March this year.
Following receipt of regulatory approval from the Monetary Authority of Singapore (MAS), ZEDRA has completed its acquisition of BNP Paribas Singapore Trust Corporation Limited, first announced in January of this year.
Independent Wealth Planners UK (IWP UK) has acquired financial planning firm Westinsure Webb Financial Services, boosting the company’s existing presence in the South West.
UK financial services group Truinvest, which was formed less than a year ago, has added two new firms to its portfolio as it forges ahead with plans to have GBP1billion of assets under its advice within the next 12 months.
iCapital Network is to acquire the alternative investments feeder fund platform from Wells Fargo’s (NYSE: WFC) Global Alternative Investments (GAI) division.