Global private equity and venture capital news and research

Posts Tagged ‘wealth management’

27 September 2016

UK asset management industry divided on Brexit bringing opportunity or threat $

brexit-1497067_1920 The UK asset and wealth management industry took a pounding to its confidence last month, with Brexit dividing the indsutry on whether it is an opportunity or a threat.

12 August 2016

Investment veteran Bill Miller takes big slice of Legg Mason at departure

Suit Renowned fund manager Bill Miller is leaving wealth management group Legg Mason after 35 years, taking a number of businesses with him.

1 April 2016

Permira dubbed favourite in bidding for UK asset manager Towry

canoe-1149501_640 Permira has apparently beat private equity sector majors such as CVC Capital Partners and Bain Capital in the bidding for UK wealth management group Towry.

10 November 2015

Cabot Square, United Ventures back €16m round for robo-advisor MoneyFarm

dollar-789095_1920 UK-based private equity firm Cabot Square Capital and Italian VC investor United Ventures have invested €16m in financial advisory company MoneyFarm ahead of its UK launch next year.

26 June 2014

Balderton leads $32m investment for online wealth startup Nutmeg

stock graph rise UK private equity firm Balderton Capital has led a $32m capital investment in online wealth manager Nutmeg to help the fast-growing business expand its operations.

29 April 2014

Aequitas Capital hires wealth management executive Keith Gregg

gregg Investment firm Aequitas Capital has appointed wealth management executive Keith Gregg as president of its new investment and advisor operating division Aequitas Capital Partners.

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.

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