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deals and transactions

Bingham, Osborn & Scarborough (B|O|S) regains ownership from Boston Private

Fri, 19/10/2018 - 10:45

Bingham, Osborn & Scarborough (B|O|S), a Bay Area wealth advisory firm, is buying back a majority ownership stake in the company from Boston Private Financial Holdings, a wealth management, trust and private banking company.  »

Vontobel and Lombard Odier form strategic wealth management partnership for North America

Fri, 19/10/2018 - 10:33

Vontobel and Lombard Odier have announced a new strategic wealth management partnership for international US-based private clients. »

MobiKwik acquires Clearfunds

Fri, 19/10/2018 - 10:08

MobiKwik, a full-stack fintech platform, has entered the wealth management business with the acquisition of Clearfunds, an online wealth management platform, based in Mumbai. »

Maitland launches Maitland Family Office following Talaria acquisition

Wed, 17/10/2018 - 10:20

Maitland has launched Maitland Family Office, a multi-family office to service high net worth families, individuals and entrepreneurs in South Africa. The new entity will be one of the largest full-service independent multi-family offices in South Africa. »

FCE Group joins CAPTRUST line-up

Wed, 17/10/2018 - 09:46

CAPTRUST Financial Advisors has added USD1.4 billion wealth advisory firm FCE Group, to its team. This marks CAPTRUST's third merger of 2018 and brings a total of 23 new colleagues to the CAPTRUST organisation, which now has more than 480 employees across 38 offices in 20 states. »

Rokstone and Vignt Paris to market luxury property in London, Paris and Ibiza

Tue, 16/10/2018 - 09:12

Ultra prime property specialist Rokstone and French luxury property agency Vingt Paris have signed a partnership agreement to work together to market, sell and let luxury residential property in London, Paris and Ibiza. »

Schroders takes strategic stake in Cobalt programme start-up Qwil Messenger

Wed, 10/10/2018 - 10:14

Schroders has taken a minority stake in Qwil Messenger, the first fintech start-up to have joined its global in-residence programme. »

Bartholomew Hawkins eyes GBP1bn portfolio with premises expansion

Tue, 09/10/2018 - 19:25

A Cardiff-based chartered financial planning firm has purchased additional space as part of its plans to grow headcount, turnover and geographic footprint across the UK. »

Punter Southall Aspire acquires JDP Financial Services

Mon, 08/10/2018 - 19:00

Punter Southall Aspire, an investment, savings and workplace pensions company, has acquired JDP Financial Services Ltd, an established firm of independent Chartered Financial Planners based in Bedford who provide tailored financial advice for individuals, families and retirees. »

CAMRADATA partners with investment consulting firm, Broadstone

Mon, 08/10/2018 - 18:24

CAMRADATA has entered a new partnership with Broadstone, a UK provider of pensions, employee benefits, actuarial and investment services advice. »


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