IQ-EQ has acquired Davy Global Fund Management (DGFM), part of Davy Group, one of Ireland’s largest domestic financial services businesses servicing a domestic and international client base from its offices in Dublin, London and Luxembourg. The strategic combination of IQ-EQ and DGFM creates an established full service funds business in
Percent, the fintech innovator with the mission to put good into everyday financial transactions, has closed a USD5 million venture round led by Morpheus Ventures. This strategic investment is being used to expand Percent’s Purpose-as-a-Service offering to commerce, big-tech and fintech markets in the US, building on its existing presence
Palatine Private Equity has exchanged contracts for the sale of national independent financial adviser Wren Sterling to the management team supported by investment funds affiliated with Lightyear Capital LLC (Lightyear), which is making a majority investment in the firm. Wren Sterling was created in 2015 through the Palatine-backed management buyout
Yapily, an open banking infrastructure provider, has held the first closing of its USD51m Series B funding round (second closing subject to regulatory approvals), taking its total investment to date to USD69 million. The company will use the funding to expand across Europe, extending open banking to cover 95 per
Vestwell, a specialist in workplace savings and investing programmes, has raised USD70 million in a Series C financing round led by Wells Fargo Strategic Capital and Fin Venture Capital. A host of other financial services and fintech leaders also participated, including Goldman Sachs, Morgan Stanley, Manulife, Point72, Nationwide Ventures, Allianz
Klar, a leading digital financial services platform providing a transparent, free and secure alternative to traditional debit and credit services in Mexico, has closed its Series B funding round, subject to applicable regulatory approvals, including clearance of the Mexican Banking and Securities Commission (CNBV) and the Mexican Economic Competition Commission
LIQID, a European digital wealth manager for affluent private clients backed by Toscafund, has secured EUR88 million in a funding round led by LGT, the global private banking and asset management group owned by the Princely House of Liechtenstein. As part of the round, which also includes participation from
Santander Holdings USA, Banco Santander’s US holding company, is to acquire Amherst Pierpont Securities, an independent fixed-income broker dealer, through the acquisition of its parent holding company, Pierpont Capital Holdings, for a total consideration of approximately USD600 million (cEUR500 million). Amherst Pierpont will become part of Santander Corporate & Investment
Cairngorm Capital Partners has acquired Munnypot Limited and Whitefoord LLP, to launch Verso Wealth Management (Verso), a wealth management group providing financial advice and investment management, powered by a digital platform. The acquisitions are expected to complete shortly, subject to FCA approval, and mark Cairngorm Capital’s entry into the financial
Long Ridge Equity Partners has announced that its portfolio company, Carson Group, an industry-leading provider of wealth management technology and services to financial advisors and clients, has received a strategic investment from Bain Capital, valuing the business at over USD1 billion and providing a full exit for Long Ridge’s Fund
12 November, 2026 – 5:00 pm
12 November, 2026 – 8:00 am
12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
