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January 4, 2022
Julius Baer sells Swiss independent wealth management arm
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Mark Battersby
1 min read
January 4, 2022
Zurich sells legacy Italian life and pensions business to European platform
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Mark Battersby
3 min read
December 21, 2021
Praemium to sell international business to Morningstar for £35m
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Mark Battersby
4 min read
December 21, 2021
AssetCo and Premier Miton given extension in River & Mercantile takeover talks
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Alex Rolandi
2 min read
December 21, 2021
Schroders to acquire 75% shareholding in Greencoat Capital
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Lauren Mason
3 min read
December 20, 2021
Dubai-based Mondial debuts joint venture with French financial consultancy
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Mark Battersby
2 min read
December 16, 2021
SJP academy sees more than 200 graduate
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Ayesha Venkataraman
2 min read
December 16, 2021
Vontobel to acquire UBS Swiss financial adviser business
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Mark Battersby
3 min read
December 16, 2021
Schroders confirms talks with Greencoat Capital
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Kathleen Gallagher
1 min read
December 16, 2021
LGT to acquire Australia-based Crestone Wealth Management
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Mark Battersby
4 min read
December 16, 2021
Reddit confidentially applies to take company public
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James Baxter-Derrington
2 min read
December 14, 2021
Canaccord Genuity to acquire Punter Southall Wealth
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Alex Rolandi
2 min read
December 14, 2021
iPensions Group acquires Forthplus SIPP
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Mark Battersby
2 min read
December 13, 2021
Next steps: LV= receives 'substantively different' Royal London offer
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Julia Bahr
5 min read
December 13, 2021
Multrees expands strategic partnership with global asset manager
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Mark Battersby
2 min read
December 13, 2021
Jupiter hires advisory firm to prepare for possible takeover bid - reports
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Ellie Duncan
1 min read
December 11, 2021
Bain Capital takeover loses crucial LV= member vote
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Ayesha Venkataraman
3 min read
December 10, 2021
Estate planning a 'huge' advice opportunity as stealth taxes bite
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Jenna Brown
2 min read
December 7, 2021
Liontrust share price rises following 'surprise' Majedie Asset Management purchase
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Lauren Mason
4 min read
December 6, 2021
Special Report: II Labuan IBFC 2021
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Mark Battersby
2 min read
December 6, 2021
Tavistock assets boosted by sale of wealth arm
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Jenny Turton
2 min read
December 3, 2021
Industry reaction: abrdn and Interactive Investor deal 'a bold move'
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Jenny Turton
5 min read
December 2, 2021
Barclays Private Bank debuts in Spain with new head for UHNW clients
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Mark Battersby
3 min read
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