NEWS & VIEWS

Global private equity and venture capital news and research

Posts Tagged ‘wealth management’

4 April 2014

Index, Ribbit lead $35m round for Wealthfront

dollar envelope money Index Ventures and Ribbit Capital have led a $35m round for automated investment service provider Wealthfront.

28 March 2014

Cinven in €220m deal for Old Mutual’s European wealth management units

UK private equity firm Cinven has partnered with reinsurance group Hannover Re to acquire investment and banking house Old Mutual’s Skandia Germany and Skandia Austria wealth management units for €220m.

27 February 2014

Permira seals Tilney buyout, eyes Bestinvest merger for £9bn UK wealth manager

Permira has finalised a deal to acquire loss-making Tilney from Deutsche Bank. The firm said it plans to create a standalone UK wealth manager with £9bn of assets under management, following the acquisition of Bestinvest in November.

4 February 2014

Permira’s acquisition of Tilney delayed

The acquisition of Deutsche Bank’s wealth management arm Tilney by private equity firm Permira has reportedly been delayed.

28 January 2014

Inflexion invests in UK wealth management business Succession

UK mid-market buyout house Inflexion has sealed an investment in one of the country’s largest privately-owned wealth management businesses.

19 December 2013

Montagu acquires CEFS International from UBS

Montagu Private Equity has agreed to acquire Corporate Employee Financial Services International from UBS.

16 December 2013

Duke Street Capital exits UKWM to Ashcourt Rowanp

pound_sterling_170sq UK private equity firm Duke Street Capital has exited its investment in wealth management group UKWM to Ashcourt Rowan for up to £14.25m.

28 November 2013

Permira in talks to buy Deutsche Bank’s UK wealth management unit Tilney

pounds3_lrg Private equity firm Permira is reportedly in talks to acquire Deutsche Bank’s loss-making UK wealth management business Tilney Investment Management.

25 November 2013

Estancia Capital Management nears $175m final close for debut fund

Small buyout-focused private equity firm Estancia Capital Management is reportedly just two months away from closing its debut fund after pulling in $150m for the vehicle.

19 September 2013

Strategic Wealth Partners hires Scott Smith as investment advisor

smith Wealth management firm Strategic Wealth Partners has hired Scott Smith as an investment advisor.

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