Bluespring Wealth Partners acquires Hickory Asset Management

Wed, 21/08/2019 - 10:52

Bluespring Wealth Partners (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, has acquired Hickory Asset Management. »

Octopus acquires wealthtech start-up Seccl

Thu, 15/08/2019 - 10:37

Octopus Group, a London headquartered financial services and energy firm, is to acquire Seccl Technology Limited for GBP10 million – subject to regulatory approval. »

Mercer Advisors acquires Regent Wealth Management Group

Wed, 14/08/2019 - 14:02

Mercer Global Advisors, a US Registered Investment Adviser (RIA),has acquired Regent Wealth Management Group (Regent), a wealth management RIA located in Woodbridge, Connecticut, serving approximately 110 high net worth households with assets under management (AUM) of approximately USD300 million. »

Legal & General Retail Retirement acquires MyFutureNow

Mon, 12/08/2019 - 12:43

Legal & General Retail Retirement (LGRR) has, for an undisclosed price, purchased a 100 per cent stake in Finovation Limited, trading as MyFutureNow, which specialises in pension pot tracing and consolidation. »

Matthew Seymour, RiskFirst

Moody’s and RiskFirst comment on acquisition

Mon, 12/08/2019 - 09:15

News came at the end of July that Moody’s had acquired risk analysis firm RiskFirst in a move that allows Moody’s to extend its range of risk solutions to the institutional buyside and RiskFirst to extend its analytical capabilities. »

Kim Fournais, SaxoBank

Saxo Bank completes acquisition of BinckBank

Thu, 08/08/2019 - 09:46

Saxo Bank has completed the acquisition of BinckBank and now services approximately 860,000 clients and holds approximately EUR46 billion in client assets.  »

TA Associates acquires Wealth Enhancement Group

Wed, 31/07/2019 - 17:33

Wealth Enhancement Group, an independent wealth management firm that oversees USD11.8 billion in client assets, has been acquired by funds affiliated with TA Associates, a global growth private equity firm with extensive experience in financial services investing.  »

John Ions, Liontrust

Liontrust to acquire Neptune

Wed, 31/07/2019 - 08:04

Specialist investment company Liontrust is to acquire Neptune Investment Management Limited, subject to regulatory approval in a deal that will take Liontrust’s AuM to GBP17 billion. »

Kudu Investment Management acquires minority stake in wealth manager First Long Island Investors

Tue, 30/07/2019 - 07:55

Kudu Investment Management, a provider of permanent capital solutions to asset and wealth managers worldwide, has acquired a passive minority interest in Jericho, NY-based First Long Island Investors, which oversees approximately $1.6 billion in assets for high net worth individuals and families.   »

Loud hailer

Schroders acquires majority stake in impact investor BlueOrchard

Mon, 29/07/2019 - 11:11

Schroders will acquire a majority stake in impact investor BlueOrchard, which was Founded in 2001, as one of the world’s first commercial managers of microfinance debt investments. »

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