March 24, 2021

Santander to Acquire Miami Business of Indosuez Wealth

On March 16, 2021, Santander Private Banking announced it will acquire Indosuez Wealth Management’s Miami business.

Continue reading...

March 22, 2021

CI Financial to Acquire Majority Stake in Brightworth

On March 15, 2021, CI Financial Corp. announced that it will acquire a majority stake in Brightworth, LLC.

Continue reading...

March 22, 2021

Piper Sandler Companies 2020 Asset Manager Transaction Review and 2021 Forecast

Piper Sandler Companies published its 2020 Asset Manager Transaction Review and 2021 Forecast, which analyzes transaction trends for 2020 and highlights expectations for 2021. To read the report: Please Click Here.

Continue reading...

March 22, 2021

WEG Acquires North American Management

On March 2, 2021, Wealth Enhancement Group LLC announced that it had acquired North American Management Corp. Under the terms of the agreement, Wealth Enhancement Group LLC (“WEG”) acquired North American Management Corp. (“NAM”). Terms of the deal were not disclosed. WEG, based in Minnesota, is an independent wealth management…

Continue reading...

March 19, 2021

Azimut Acquires KAAN Capital

Under the terms of the transaction, the Azimut Group (“Azimut”), through its subsidiary AZ Mexico Holding, will acquire 51% of the capital of KAAN Capital (“KAAN”). Upon completion of the acquisition, KAAN will be renamed Azimut-KAAN. No further terms of the deal were disclosed. Azimut, based in Avigliana, Italy, is…

Continue reading...

March 18, 2021

Axiom Financial to Partner with Merchant

On March 5, 2021, Merchant Investment Management, LLC announced its partnership with Axiom Financial Strategies Group, LLC.

Continue reading...

March 18, 2021

Betterment to Acquire WealthSimple’s US Business

On March 4, 2021, WealthSimple US Ltd. announced that its US accounts will be transferred to Betterment LLC.

Continue reading...

March 17, 2021

Cetera Acquires MAGIS Financial

On March 9, 2021, Cetera Financial Group announced it had acquired MAGIS Financial Partners.

Continue reading...

March 17, 2021

Aktia to Acquire Wealth Management Operations of Taaleri

On March 10, 2021, Aktia Bank PLC announced its acquisition of Taaleri PLC’s wealth management operations and other transactions involving a cooperation arrangement.

Continue reading...

March 15, 2021

Focus to Partner with Rollins

On March 1, 2021, Focus Financial Partners Inc. announced it would partner with Rollins Financial, Inc.

Continue reading...

Menu