Ascend Asia acquires three more financial advisory firms - The Business Times
Financial ServicesAdd-on
Ascend Asia
May 4, 2026
Wealth Management Ria M&A Deals
99 dealsTrack wealth management ria acquisitions and investments within the financial services sector.
Navigator Global acquires US$195M alternative asset portfolio
Financial ServicesPlatform
Navigator Global Investments→Stable Asset Management
May 4, 2026
I - Macquarie Focused Access Fund, LLC (0001742836) (Subject) — SEC SC TO Filing
Financial ServicesNew YorkOther
Macquarie Focused Access Fund
May 1, 2026
WisdomTree Completes Acquisition of Atlantic House, Enhancing Active ETF and Defined Outcome Capabilities - Business Wire
Financial ServicesAdd-on
WisdomTree→Atlantic House
May 1, 2026
CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy
Financial ServicesAdd-on
Crédit Agricole Assurances→Milleis Group
Apr 30, 2026
208,396 Shares in Kayne Anderson BDC, Inc. $KBDC Acquired by Activest Wealth Management - MarketBeat
Financial ServicesOther
Activest Wealth Management→Kayne Anderson BDC
Apr 30, 2026
Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory - PR Newswire
Financial ServicesMerger
Lazard→Campbell Lutyens
Apr 30, 2026
CC Capital and OneIM Complete Acquisition of Insignia Financial Limited, Australia's Leading Diversified Wealth Management Group
Financial ServicesPlatform
CC Capital→Insignia Financial Limited
Apr 29, 2026
MWA completes acquisition of Hawthorn Financial Services - Money Marketing
Financial ServicesAdd-on
MWA Financial Advice→Hawthorn Financial Services
Apr 28, 2026
MWA completes Hawthorn Financial Services acquisition - Professional Adviser
Financial ServicesAdd-on
MWA Financial→Hawthorn Financial Services
Apr 28, 2026
GTCR: Acquisition Of Fiduciary Trust Company Completed With Doris Meister Appointed Executive Chair - Pulse 2.0
Financial ServicesNew HampshirePlatform
GTCR→Fiduciary Trust Company
Apr 26, 2026
Hightower: Acquisition Of $9.5 Billion Firm The Bahnsen Group Signed To Deepen Strategic Partnership - Pulse 2.0
Financial ServicesIllinoisAdd-on
Hightower→The Bahnsen Group
Apr 24, 2026
ING Bank Śląski completes acquisition of Goldman Sachs TFI
Financial ServicesAdd-on
ING Bank Śląski→Goldman Sachs TFI
Apr 24, 2026
Hightower moves to acquire The Bahnsen Group in deal deepening a decade-long alliance - InvestmentNews
Financial ServicesAdd-on
Hightower→Bahnsen Group
Apr 23, 2026
First Eagle Investments Completes Acquisition of Diamond Hill Investment Group - Business Wire
Financial ServicesAdd-on
First Eagle Investments→Diamond Hill Investment Group
Apr 22, 2026
Affin Bank completes RM50 mil acquisition of Pheim Asset Management to boost wealth platform - The Edge Malaysia
Financial ServicesAdd-on
Affin Bank→Pheim Asset Management
Apr 22, 2026
Affin Bank completes 100pct acquisition of Pheim Asset Management for RM50mil - KLSE Screener
Financial ServicesDivestiture
Affin Bank→Pheim Asset Management
Apr 22, 2026
Nour Private Wealth Expands Integrated Platform Following Goodwood Acquisition - EIN Presswire
Financial ServicesAdd-on
Nour Private Wealth→Goodwood
Apr 22, 2026
COMMERCE BANCSHARES INC /MO/ — SEC 8-K Filing
Financial ServicesMissouriOther
FineMark
Apr 21, 2026
Standard Life to acquire Aegon’s UK business in GBP 2 billion deal, expanding customer base to 16 million - Prop News Time
Financial ServicesDivestiture
Standard Life→Aegon UK
Apr 20, 2026