Life and pensions consolidator eyes UK acquisitions
As it partners with financial services software and tech provider SS&C
M&A Deals
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America
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Ravenscroft Group sells off UK investment management business
Deal takes acquirer’s AuM to £9.4bn
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PE firm invests £6.7m in UK advice firm
Funding has facilitated the retirement of the financial planning company’s co-founder
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Private wealth services provider buys Guernsey-based firm
Deal is a ‘great milestone’ for the business
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Global wealth manager expands into Singapore with M&A deal
Firm already has a presence in Hong Kong
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UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
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US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America
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UK advice company rolls out succession solution for advisers
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’
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Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
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IFA firm makes triple M&A swoop
Company will now have a footprint in Northern Ireland