deals and transactions

Skeet Kaye Hopkins to join Focus partner firm Gelfand, Rennert & Feldman

Mon, 18/03/2019 - 10:51

London-based Skeet Kaye Hopkins (SKH) is to join forces with Gelfand, Rennert & Feldman (GR&F), a Los Angeles-based multifamily office and business management firm and member of the FocusFinancial Partners partnership of independent, fiduciary wealth management firms. »

Benjamin de Rothschild family to take private bank Edmond de Rothschild private

Wed, 13/03/2019 - 09:48

The Benjamin de Rothschild family are to take private bank Edmond de Rothschild private with the bank becoming the only Swiss private bank to be 100 per cent family-owned following its de-listing. »

EFG to acquire a majority stake in Shaw and Partners

Wed, 13/03/2019 - 09:46

EFG International, a global private banking group based in Zurich, is to acquire 51 per cent of the Australian financial services provider Shaw and Partners, subject to regulatory approval. »

Ora Citron Private Wealth Management merges with The Diamond Group

Tue, 12/03/2019 - 19:21

The Diamond Group Wealth Advisors, a Northern California-based wealth management firm, has merged with Ora Citron, a private wealth management firm, based in Walnut Creek, California. »

Aeroplane

Arthur J Gallagher & Co to acquire Jardine Lloyd Thompson Group's global aerospace operations

Mon, 04/03/2019 - 15:34

Arthur J Gallagher & Co is to acquire the global aerospace operations of Jardine Lloyd Thompson Group plc (JLT). The acquisition, subject to European Commission approval, is scheduled to close this spring in connection with the closing of the JLT purchase by Marsh & McLennan Companies, Inc. »

1825 acquires BDO Northern Ireland’s wealth management business

Fri, 01/03/2019 - 19:37

1825, Standard Life Aberdeen’s wholly-owned financial planning and advice business, is to acquire the wealth management arm of BDO Northern Ireland. Established over 25 years ago, the wealth management division has assets under advice of circa GBP230 million. »

LendInvest partners with TBMC

Thu, 28/02/2019 - 10:11

LendInvest, a UK-based online marketplace platform for property finance and investing, has partnered with Buy-to-Let mortgage distributor TBMC to offer its loans through the specialist packager’s broker panel. »

Cooper Abbott, Carillon Tower

Carillon Tower Advisers acquires ClariVest Asset Management

Wed, 27/02/2019 - 09:45

Carillon Tower Advisers, a multi-boutique asset-management firm with USD64.6 billion in assets under management and advisement, is to acquire ClariVest Asset Management.  »

Bullard, McLeod and Associates to join Focus firm Atlas Private Wealth Management

Mon, 25/02/2019 - 09:11

Bullard, McLeod and Associates (BMA) is to join Atlas Private Wealth Management (Atlas) a member firm of Focus Financial Partners (Focus), a partnership of independent, fiduciary wealth management firms. »

SRG closes Fieldstone Financial Management deal with FourStar Wealth Advisors

Fri, 22/02/2019 - 09:44

Succession Resource Group (SRG) has sold Boston based RIA Fieldstone Financial Management to FourStar Wealth Advisors. »

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