Citimark Partnership, an adviser to private clients, trustees and corporates, has acquired the financial planning arm of pension consultancy and actuarial firm Trigon.
Financial technology business Iress has acquired O&M Systems, a provider of pension and investment data and comparison tools to financial advisers.
Modern Capital, a diversified financial services firm, is to acquire Western Equity Group, an SEC Registered and FINRA member Broker-Dealer.
JTC has acquired SANNE’s private client business. The acquisition, which is subject to relevant regulatory approvals, will expand JTC’s private client services presence in Jersey, with all clients and staff transferring to JTC as part of the transaction.
Finantix, a provider of technology to the wealth management, insurance and banking industries, has acquired InCube Group AG, a Zürich-based firm with an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts that provide data-driven, AI-enabled products and solutions to wealth management and insurance companies.
Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has finalised its acquisition of Athena Capital Advisors, in a merger transaction.
Refinitiv has acquired Scivantage, a Software as a Service (SaaS) specialist in the wealth management fintech market.
Wealth Enhancement Group, an independent wealth management firm that oversees USD17 billion in client assets, has acquired JOYN Advisors, a registered investment adviser based in Atlanta, Georgia, with approximately USD1.3 billion in client assets.
Citimark Partnership, the adviser to private clients, trustees and corporates, has acquired the leading family office advisory firm, Chawker & Co.
Morgan Stanley is to acquire E*TRADE, a financial services company and specialist in the online brokerage industry, in an all-stock transaction valued at approximately USD13 billion.