Coldstream Wealth Management (Coldstream) has merged Paracle Advisors (Paracle) in a deal that brings together two leading independent RIA firms in the Greater Seattle area – Coldstream, with USD4.3 billion in client assets, and Paracle, with USD1.4 billion in client assets – under the Coldstream brand.
Modera Wealth Management (Modera) and Independence Advisors (IA) merged on 30 December, 2020. The firm now operates under the name of Modera Wealth Management, with combined regulatory assets under management of approximately USD4.4 billion, over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida.
Legacy Capital Wealth Partners and Trent Capital Management, two independent, Arkansas-based wealth management firms, have merged to form one of the largest independent Registered Investment Advisory firms in the state.
Stanhope Capital Group (Stanhope Capital) and FWM – owner of Forbes Family Trust, LGL Partners and Optima Fund Management (collectively FWM) – have entered into a definitive merger agreement to create one of the world’s largest independent wealth management and advisory firms, overseeing USD24.2 billion in client assets with 135 employees operating in six offices worldwide.
Tilney and Smith & Williamson have completed their merger with the new group being renamed Tilney Smith & Williamson.
International financial advisory firm AHR Private Wealth is to acquire London-based AXG Group. The AXG Group companies’ will integrate into the AHR framework, while continuing to provide advice and a centralised investment proposition for financial advisers operating in the international market.
IPS Capital (IPS), the multi-asset investment management firm, has completed a merger with Prospect Wealth Management (Prospect).
Ocorian is combine its businesss with Estera and offer a full suite of corporate, funds and fiduciary services under the Ocorian name with refreshed branding.
Independent wealth management firm Advisor Group, and Ladenburg Thalmann Financial Services, a publicly-traded diversified financial services company, have agreed to a merger of the two companies.
Smith & Williamson and Tilney are to merge their respective businesses to create a new combined company which will operate as Tilney Smith & Williamson.