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Succession acquires firm for £3m 27/01/2015
UK wealth management advisory brand Succession Group has completed its 12th acquisition, buying Reading-based Finch Financial Services LLP (Finch) for a total consideration of £3million,

London wealth manager adds £150m assets through acquisition 26/01/2015
London-headquartered Dart Capital has acquired financial advisory firm Waterson Jones from its owner and founder Martin Jones.

RBC pays $5.4 billion for wealth management acquisition 23/01/2015
Royal Bank of Canada is acquiring City National Corp, a California-based lender serving high net worth clients and commercial customers, in a $5.4 billion deal to expand in the US.

Julius Baer's Collardi 'not among bidders for Coutts' 23/01/2015
Julius Baer group chief executive Boris Collardi said Switzerland’s third-largest lender is not among bidders for the Coutts International private banking operations.

Wealth management firm acquires IFA 21/01/2015
UK independent financial adviser and wealth manager jonathanfry plc has acquired the business of Norwest Consultants, previously run by Harry Katz, for an undisclosed sum.

Two Luxembourg-based firms sign Swiss and Belgian private banking deals 20/01/2015
Banque Internationale à Luxembourg (BIL) and KBL European Private Bankers (KBL epb) have signed two agreements regarding their private banking operations in Switzerland and Belgium.

Tavistock acquires troubled IFA firm 20/01/2015
Tavistock, a UK financial services firm, is to acquire Standard Financial Group Limited, an independent financial adviser which operates predominantly through its regulated subsidiary, Financial Limited.

Intesa decides not to bid for Coutts 19/01/2015
Leading Italian bank Intesa Sanpaolo does not plan to bid for Coutts International, chief executive Carlo Messina said.

Standard Chartered closing a European private banking operation 15/01/2015
Standard Chartered is running down its Geneva-based private bank after apparently failing to find a buyer for the business.

The week on eprivateclient - First Names, Collas Crill, Waverton among others 12/01/2015
A selection of stories featuring on thewealtnet's sister publication - eprivateclient - last week

 
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