Asset & Wealth Management
SubsectorFinance
Minutes holds 12 developments and 4 deals in Asset & Wealth Management, across 16 companies, recorded from September 2026.
Intelligence
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Deals in Asset & Wealth Management
| Company | Deal | Amount | Counterparties | Date ↓ | Status |
|---|---|---|---|---|---|
| Contant-Leit and Wacht GroupsAsset & Wealth Management | Acquisition | Not recorded | Acquired by Cerity PartnersSold by Shufro Rose & Co. | 22 Sep | Announced |
| BrookfieldAsset & Wealth Management | Debt | CAD 600M | Not recorded | 21 Sep | Announced |
| QuartzAsset & Wealth Management | FundingPre-seed | £2.75M | Led by DaphniWith Outward VC, K Fund | 16 Sep | Closed |
| BetterplanAsset & Wealth Management | Funding | $1.1M | Led by Anastassiou family officeWith Fondo Vulcano | 7 Sep | Closed |
- Contant-Leit and Wacht GroupsNot recordedAsset & Wealth Management · 22 Sep · Announced
- Betterplan$1.1MFunding led by Anastassiou family office +1Asset & Wealth Management · 7 Sep · Closed
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