Wealth manager bolsters UK operation with acquisition
Firm will have 31 offices as it aims to meet ‘pent up demand for good financial advice’
M&A Deals
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Bermudian bank acquires Channel Islands business
Deal is expected to close during the third quarter of 2019
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Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
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Sanlam makes second acquisition of 2019
Firm says deal will strengthen its wealth management presence in the north of England
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Brewin Dolphin eyes Irish wealth management firm
Firm reportedly pipped Rathbones to enter exclusive talks with Investec
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IFA firms join forces to bolster UK reach
The combined company is open to acquisitions ‘if the right business comes up’
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Aussie bank sells advice arm to financial services subsidiary
It has also sold another wealth business to an accountancy practice
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MitonOptimal splits with advice firm after just 2 years
Move sees investment manager exit the Isle of Man
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Financial planner bought by UK wealth manager
Inaugural acquisition adds £85m to firm’s £400m AuM
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Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
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Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
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Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector