Embark Group rebrands Zurich platform
Following acquisition of the insurer’s retail and investment management business
M&A Deals
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Manulife enters joint venture with Mahindra Asset Management
Deal is worth $35m and sees the US firm take a 49% stake
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Can advisers still sell their businesses during the pandemic?
M&A consultancy firm talks to International Adviser about making a sale amid the covid-19 crisis
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International family office bolsters investment management arm
As UK financial planner signs up two firms to its buy out programme
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Asset manager launches DFM operation
As retirement solutions provider acquires investment platform consultancy firm
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US in the news: Wealth manager hires VP from BNY Mellon
A round-up of the latest people moves and M&A deals in North America
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Tilney and Smith & Williamson merger delayed
‘Unprecedented circumstances have inevitably led’ to a postponement in the M&A deal
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US in the news: Rockefeller poaches First Republic wealth EVP
A round-up of the latest people moves and M&A deals in North America
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US in the news: Wealthtech provider names CEO
A round-up of the latest people moves and M&A deals in North America
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London-based family office advisory firm demerges
It is a ‘logical and exciting next step’ to create a UK and an international business
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UK regulator red flagged five acquisitions in 2019
And stopped even more through informal discussions with firms
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IFA firm completes first M&A deal of 2020
It is ‘focused on adding high-quality businesses’