Latest Deals

Indosuez Wealth Management sets up branch in Portugal

The Penny Group has completed its acquisition of Roberts Financial Consultancy, RFC. 

RFC, led by by chartered financial planner Barrie Roberts, has been providing advice to HNW clients across the Midlands for over 25 years. 

Roberts and the RFC team will trade under their current brand from their existing office. 

Source: Pharmaceutical Technology

BMO and Carlyle partner up to launch private equity offering 

BMO Global Asset Management and Carlyle have partnered to offer access to a globally diversified private equity portfolio, set to be available from spring. 

It is BMO Global Asset Management’s third agreement to increase the availability of private markets for Canadian accredited investors. 

Source: Pharmaceutical Technology

Vontobel broadens product offering with EFG and Chartered Investment 

Vontobel is joining forces with EFG and Chartered Investment to produce, expand and distribute structured products. The collaboration includes white-labelling services for structured products at every stage of their value chain. 

Structured products issued by EFG International Structured Finance (Luxembourg) will be accessible on Deritrade beginning in the first week of April 2024. 

Source: Pharmaceutical Technology

Bank of Montreal backs StockPick with strategic investment 

StockPick, a modern financial content app, has announced a strategic investment from the Bank of Montreal (BMO). The support from BMO will accelerate the development of innovative products and solutions. StockPick will continue to scale its platform, with the aim of empowering Canadian investors to make more informed investment decisions.

Source: Pharmaceutical Technology