Tilney in talks to acquire Smith & Williamson
Discussions are taking place to resurrect a deal that failed in 2017
M&A Deals
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US in the news: Wealth firm names CFO and hires 11 staff
A round up of the latest people moves and M&A deals in North America
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Woodbrook Group hires COO of wealth management
Former DeVere Acuma man will work closely with CEO to help with firm’s M&A plans
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Eastspring to buy Thanachart Fund Management
It will be the second purchase of a Thai asset manager within a year by the Singapore-based firm
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Indian family office eyes expansion after acquisition
Plans to bolster its advisory platform, broaden geographical reach and improve its operating platform
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Legal & General acquisition sparks pension dashboard offering
It will remove the headache of tracking down old plans to help make retirement decisions
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US in the news: Asset and wealth firm hires CEO
A round up of the latest people moves and M&A deals in North America
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Resolution Life opens Australian arm to buy AMP Life
Acquisition was previously blocked by New Zealand regulator
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US in the news: Private equity group buys wealth firm
A round up of the latest people moves and M&A deals in North America
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Fintech firm buys cashflow modelling provider
Acquisition will be a ‘key building block’ in delivering its planned international expansion
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Channel Islands firms merge to bolster international reach
Deal is a ‘strategic fit’ and will allow the duo to expand into multiple jurisdictions
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Charles Stanley strengthens Yorkshire presence with acquisition
Its Leeds office is currently recruiting for additional investment managers