| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Quilvest (Switzerland)
Quilvest (Switzerland) is a multi-family office firm that provides wealth manage…
|
2026-01-26 | Acquisition | Pending | — | Deal → |
| 2 |
Cite Gestion
Cite Gestion specializes in investments, financial planning, and wealth manageme…
|
2025-02-19 | Acquisition | Complete | — | Deal → |
| 3 |
Shaw and Partners
Shaw and Partners is a financial firm that provides investment, planning, and we…
|
2019-03-13 | Acquisition | Complete | $43.2M | Deal → |
| 4 |
BSI SA
BSI SA provides asset management and related services to private and institution…
|
2016-11-01 | Acquisition | Complete | $1.3B | Deal → |