IFA firm snaps up London-based financial planner
It is ‘pursuing other potential acquisitions’ with some expected to be finalised in 2020
M&A Deals
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US in the news: Bank hires head of wealth management from HSBC
A round-up of the latest people moves and M&A deals in North America
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Will ESG investing crack the financial advice industry in 2020?
A lot of products are ‘coming down the conveyor belt’
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UK wealth firm has ‘significant’ US acquisition pipeline
Which could see assets under management in the States jump to $30bn in three years
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Australian financial advisory firm completes acquisition
Clients will continue to receive services from their current advisers
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Investment group makes approach to buy specialist IFA firm
It has until 5pm on 25 February to present a concrete offer for the business
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UK financial planner starts 2020 with double M&A swoop
Deals bring over £160m in funds under management to the firm
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US in the news: Fiduciary Trust completes second deal of 2019
A round-up of the latest people moves and M&A deals in North America
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Stability of advice firm consolidators called into question
Some players just want ‘to rip businesses apart’ and ‘grab their books’
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Wealth firm eyes shuttered UK robo-adviser
With a view to offering regulated advice to its southeast Asian clients in their time zone
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Tilney and Smith & Williamson merger stalls
Both ‘remain fully committed’ to the deal despite FCA raising ‘number of issues’
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US private equity firm reportedly eyeing Quilter bid
More than three years after it first made overtures to the wealth management firm