Finli
UK based mass affluent financial advice and investment management firm with nation wide footprint
Acquired: July 2022
The OneLife Holding S.à.r.l. (f/k/a NPG Wealth Management)
A provider of unit-linked life insurance products in the European life insurance market
Acquired: November 2006
Banco BTG Pactual S.A. (BBTG11:BZ)
An investment bank and asset manager with a widespread franchise in Brazil
Acquired: December 2010
Interactive Investor plc
A subscription-based direct investing platform that helps website users make accurate financial decisions
Acquired: May 2017
HRK Lunis
Provider of wealth management services intended to generate attractive risk-adjusted returns for its institutional clientele. The company's offerings include integrated wealth management, asset management, comprehensive asset analysis, private equity and family office services, enabling clients to get good returns on investment.
Acquired: March 2017
Insigneo
Independent wealth management platform focused on Latin American clients
Acquired: August 2022