UBS aims to complete Credit Suisse takeover by mid-June
Deal remains the subject of a number of legal disputes
M&A Deals
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Value Partners seals strategic investment from Chinese securities firm
Acquirer will hold a 20.2% stake in the Hong Kong-based asset manager
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US in the news: EP Wealth Advisors makes managerial reshuffle
A round-up of people moves and M&A deals across North America
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
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International advice firm Globaleye sold to Jersey wealth consolidator
As part of a double swoop including an Isle of Man-based financial planning company
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Abrdn sells stake in Indian life insurer
Company will get around £198m from the share buyback process
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Handelsbanken to exit Finnish life and wealth markets
Company will get around €1.3bn from several sales
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Fullerton Fund Management joins forces with fintech firm
They have jointly acquired an Indonesian asset manager
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US in the news: Orion Advisor Solutions CEO to retire
A round-up of people moves and M&A deals across North America
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What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’