SYDNEY: Euroz Hartleys Group Limited announced Friday the appointment of Alan Logan as chief executive officer, effective Oct. 26, ahead of the expected completion of its transaction with BMO Financial Group. Logan brings extensive wealth management experience from Shadforth, Godfrey…
LONDON: InvestAcc Group, a UK pension administrator, said Thursday it has agreed to sell its wealth management and Appointed Representative businesses to a company owned by one of their directors for £12 million (about $16 million). The buyer, Edengate Wealth…
AARHUS: Jyske Bank A/S has signed a binding agreement to acquire 100% of FP Kapital A/S, the parent company of Formuepleje, one of Denmark’s largest independent wealth managers. The deal, which is expected to close in the fourth quarter of…
SYDNEY: Centrepoint Alliance Ltd. (ASX: CAF) announced Wednesday it has entered into binding agreements to acquire a 51% controlling interest in SEQ Advice Group Pty Ltd., a Queensland-based financial advisory business, in a move that expands the company’s direct participation…
SYDNEY: Australian financial services firm Perpetual Limited (PPT.AX) has entered into a binding agreement to sell its wealth management business to Bain Capital Private Equity for up to A$550 million ($364 million), the company said on Monday, as it moves…
MELBOURNE – Australian wealth management platform Praemium Ltd (ASX: PPS) said on Monday it will acquire technology solutions firm Technotia Laboratories in a $7.5 million all-share deal, aiming to accelerate artificial intelligence innovation and automation across its services. Praemium will…
NEW YORK – Fitch Learning has completed the acquisition of Moody’s Analytics Learning Solutions (MALS) and the Canadian Securities Institute (CSI). Terms of the transaction were not disclosed. MALS is a global provider of credit and digital learning, and CSI…
LONDON – Team PLC (AIM: TEAM) has agreed to acquire its smaller rival WH Ireland Group PLC (AIM: WHI) in an all-share deal, the companies announced on Tuesday, in a move to create a diversified wealth and asset management group with…
LONDON – PhillipCapital UK LTD has agreed to acquire wealth manager Walker Crips Group PLC WCGS.L in a recommended cash deal that values the London-listed company at approximately £5.96 million, the companies announced on Monday. The offer of 14 pence per…
BERLIN: A profound generational shift is underway in Germany, a nation long known for its conservative financial habits and a deep-seated love for Betongold (concrete gold), or real estate. The newest generation of investors, Gen Z and Millennials, are boldly turning away…
LONDON: Oberon Investments Ltd, a boutique wealth management and corporate broking firm, said on Monday it has agreed to acquire the wealth management division of WH Ireland Ltd for £1 million in cash. The deal, structured as a conditional asset…
LONDON: Caledonia Investments plc said Tuesday it has agreed to sell its minority stake in Stonehage Fleming Family & Partners Ltd., a leading multi-family office, to U.S.-based wealth advisory firm Corient Private Wealth LLC. The transaction, which includes other shareholders,…