M&A-hungry IFA reaps benefits of buyout scheme
It has now made seven acquisitions this year
M&A Deals
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US in the news: Nuveen makes CEO change
A round-up of the latest people moves and M&A deals in North America
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Newly created IFA in ‘active discussions’ with 20 UK firms
Former head of wealth at Kingswood takes on chief executive role at M&A-hungry business
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Brooks Macdonald buys Scottish wealth manager for £39m
It intends to raise approximately £30m via an equity placing
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Embark Group bolsters UK operation with Zurich acquisition
They also enter into 5-year partnership to develop and deploy digital life and protection products
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Wealthtech provider acquisition under investigation
Watchdog will decide if the deal will result in ‘lessening of competition’ in any markets across UK
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Aviva’s Singapore and China operations not for sale
It is ‘exploring strategic options’ for its Hong Kong, Vietnam and Indonesia businesses
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US in the news: Wealth managers agree $1.3bn merger
A round-up of the latest people moves and M&A deals in North America
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US in the news: Cresset names first chief experience officer
A round-up of the latest people moves and M&A deals in North America
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Wealth manager buys Lancashire advice firm
In its third bolt-on acquisition of 2019
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Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals
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St James’s Place partner firm merges with Derby advice business
As IFA network sets up Nottinghamshire hub following double swoop