IFA group makes four acquisitions
Deals add £310m in assets under management
M&A Deals
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Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time
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Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
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Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
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Evelyn Partners snaps up UK wealth manager
Acquisition boosts AuM by £739m
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UBS completes acquisition of Credit Suisse
Deal offers clients ‘enhanced global offering, broader geographic reach and access to even greater expertise’
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Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
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Canaccord board recommends rejecting MBO offer
Due to a regulatory snag
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Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
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MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector