US in the news: Life insurer makes c-suite change
A round-up of the latest people moves and M&A deals in North America
M&A Deals
-
-
Financial planning firm eyes eighth M&A deal
£30m acquisition would add about 100 employees, including a handful of partners and around 30 IFAs
-
UK wealth manager eyes £2bn AUM
As double acquisition adds around £250m towards its target
-
UK financial planner doubles 2019 acquisition tally
Deals will give firm £1.5m in gross fee income and more than £120m in funds under management
-
Zurich inks 20-year distribution deal in Australia
After closing acquisition of local insurance firm
-
Maltese advisory firm scooped up by Bermuda insurer
Group already has brokerage and insurance companies in Gibraltar and Malta
-
US in the news: Private bank poaches from Merrill Lynch WM
A round-up of the latest people moves and M&A deals in North America
-
Advice firm eyes more M&A deals after profit surge
Firm expects to announce both ‘strategic and tactical’ acquisitions in the future
-
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
-
Generali eyes ‘opportunities’ after UK life run-off sale
Firm signed reinsurance contract covering all claims arising from most of the legacy business
-
US in the news: C-suite changes at New York Life
A round-up of the latest people moves and M&A deals in North America
-
Advice business makes second deal of 2019
Acquisition of London & Capital’s UK wealth arm is one of several expected in the next few months