Italian life firm acquires market competitor
From Prudential Financial to strengthen its distribution in the country
M&A Deals
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DFM makes strides in IFA space with London acquisition
As Fairstone Group completes its eighth M&A deal of the year
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EFG International refutes takeover claims
Swiss private bank was reportedly in the crosshairs of one of its local rivals
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American firm makes fifth acquisition of 2019
To keep building out options for financial advisers
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St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
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Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’
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South African business sells off insurance arm
As Newcastle-based advice firm makes first acquisition in M&A pipeline
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ANZ wealth arm sale gets green light
After it was stalled by regulator last year over potential IOOF managers disqualification
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US in the news: Evercore Wealth Management makes CEO change
A round-up of the latest people moves and M&A deals in North America
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Glasgow wealth firm completes first deal in M&A pipeline
As Sipp specialist buys Leeds-based business from IFA group
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DeVere to sell South African operation
To an advisory firm based in Hong Kong
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Franklin Templeton makes first foray into UK retirement sector
It is in line with its other acquisition-related growth opportunities in the fintech industry