Fintech merger under scrutiny
Acquisition was agreed in July 2019
M&A Deals
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Nucleus’ European joint venture acquires life firm
Just four months after entering into the partnership
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Private client service provider acquires UK financial planner
It is the firm’s second M&A deal in two months
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Coronavirus reportedly puts M&A deal on brink of collapse
Immediate focus for both firms is ‘clients and employees during this very demanding time’
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Guardian Wealth Management trio exit the business
As it is sold to a private equity vehicle managed by Skybound Capital
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US in the news: Wells Fargo wealth subsidiary names chief
A round-up of the latest people moves and M&A deals in North America
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Capital raise sparks M&A ambitions for UK investment firm
It is ‘interested in opportunities in the wealth and asset management sectors’ across Europe
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UK financial planner boosts coffers for acquisition spree
Funding will give firm enough capital to complete deals for the next seven years
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Insurance group eyes bid for Axa’s Middle East life operation
As rumours suggest French firm wants to pull back from less profitable markets
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Global financial services provider sells off private client arm
Firm is looking to focus its ‘operations on the growing alternatives and corporate sector’
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UK wealth manager agrees £25m acquisition
Deal will ‘enhance’ the firm’s existing specialist pension and discretionary management operations
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Fintech firm acquires Swiss AI solutions provider
Deal will expand presence in the global wealth management and insurance market