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.
Independent Wealth Planners UK (IWP UK) has acquired financial planning firm Richmond House Wealth Management (RHG Holdings Ltd), it’s ninth local office to date and second acquisition in the South East in 2020.
Independent Wealth Planners UK (IWP UK) has acquired financial planning firm Clairville York Financial Advisers as the company’s eighth hub.
ITI Capital, the FCA-regulated, UK-based global financial services provider for institutional investors and private clients, has acquired the client book from SVS Securities, which was placed in Special Administration on 5 August 2019.
LaSalle St, a family of independent wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has added Stiles Financial Services Inc, a Minnesota-based firm specialising in private wealth management, retirement plan consulting and institutional portfolio services that oversees approximately USD600 million in assets.
Oppenheimer & Co is to acquire San Francisco-based Brandis Tallman, an investment bank specialising in the underwriting and placement of municipal debt for California issuers.