My Pension Expert, the UK’s leading at-retirement adviser, today announced a strategic investment from Valeas Capital Partners (“Valeas”), a growth-oriented equity investment firm. As part of the transaction, Palatine Private Equity will exit following a successful four-year partnership.
Baker Tilly Announces Agreement to Acquire Anchin; New York City to Become Firm Headquarters
Baker Tilly, a leading advisory, tax and assurance firm, today announced it has entered into an agreement to acquire Anchin, Block & Anchin LLP (Anchin), a leading New York-based accounting, tax and advisory firm serving privately held businesses, investment funds, and high-net-worth individuals and families.
Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)
Suntera Global, the Jersey-headquartered, independent provider of bespoke fund, corporate, and private wealth services, has entered an agreement to acquire US-based Experienced Advisory Consultants LLC (EAC), expanding its existing US footprint. The deal is subject to completion conditions and is expected to complete in May.
Suntera Global Enhances UK Proposition with Acquisition of Fund Depositary Provider Marick Capital
Suntera Global, the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, has announced the acquisition of UK-based depositary services business Marick Capital Limited.
Suntera completes investment by Valeas Capital Partners with regulatory approval
Following the announcement of a new majority equity investor in Valeas Capital Partners in May 2025, Suntera Global has today confirmed that it has secured all necessary regulatory approvals and has completed the investment by the San Francisco-based firm, which sees the exit of UK-based Palatine Private Equity.
Suntera Global extends Asia footprint with Singapore acquisition
Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate and private wealth services, has announced the acquisition of Singapore-headquartered fund and corporate service provider Aurtus Singapore.


