M&A
Ascot Lloyd overhauls fee model in brand refresh
Private equity-backed wealth manager brings in consultants for ‘transformation project’
2 min read
Diversity funds fall out of favour, and who will buy CCLA?
All this week’s asset management news in one place
2 min read
CCLA lines up Evercore bankers to explore sale
London headquartered asset manager could fetch up to £150m, sources tell FN
3 min read
Evelyn Partners sells funds solutions business to Thesis
Private equity-backed wealth firm pulls trigger on second sale in two months as it looks to ‘streamline’ business
2 min read
Astorg drafts in advisers as it mulls sale for IQ-EQ
Moves comes after Astorg put the asset into a continuation fund in 2022
1 min read
Wealth bosses on 2025: M&A frenzy, Trump 2.0 and more volatility
This week’s wealth management stories all in one place
3 min read
Wealth bosses predict M&A deals won’t let up: ‘If you’re in the middle, it’s not a comfortable place to be’
67 deals worth £8.4bn were done in the UK last year and that level of activity is expected to increase this year amid cost pressures
3 min read
The Trump M&A boom is coming. A top dealmaker spells out what’s next
Paul Weiss partner and ex-Morgan Stanley banker Kindler on the deal outlook
6 min read
CFA teases private wealth qualification and Smith & Williamson’s resurrection
This week’s wealth management stories all in one place
3 min read
Natixis IM enters talks with Generali over asset management tie-up
French banking group BPCE has been assessing options for its $1.4tn fund management division
2 min read
Evelyn Partners professional services arm to rebrand after Apax sale
Deal sees resurrection of the Smith & Williamson brand and new roles for Evelyn Partners’ Andrew Wilkes and Andrew Baddeley
2 min read
Evelyn Partners sells accounting arm to Apax for £700m
Months-long bidding war for Evelyn Partners’ professional services business draws to a close
Meet the bankers backing wealth management’s M&A boom
Top dealmakers on what to expect amid rampant consolidation in the sector
Lincoln International buys boutique TCG in technology dealmaking push
The bank is in the midst of an aggressive hiring drive and has bolstered its private equity coverage through the acquisition
Nomura-backed crypto firm Komainu buys custodian Propine in Asia push
Propine, founded by former BNP Paribas trader Tuhina Singh, is Komainu’s latest buy as it pushes into Singapore
2 min read
Evelyn Partners bidding war kicks off as private equity giants circle
Deadline for first round bids set for 23 October as one of the UK’s largest wealth managers looks to hive off its professional services business
2 min read
Ascot Lloyd under fire over ‘clear conflicts’ in M&A deals
Wealth giant offers higher earn-outs for picking its own investments, documents seen by FN show
3 min read
Citi to sell trust unit to JTC as bank aims to simplify, cut costs
Citi sells trust unit to Jersey-based JTC
3 min read
Sale of Sanofi unit draws near as private equity giants mull bids
CD&R and PAI weigh up offers as deadline approaches
2 min read
