St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
M&A Deals
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Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Tokio Marine reportedly eyes sale of Asia-based life arm
Operation could be on the market for around $1bn
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Wrap platform buys trustee firm and Sipp assets
Taking its assets under administration and on technology to £2.7bn
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Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
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IFA firm makes second acquisition of 2023
Company is keen to buy the businesses of advisers planning to retire
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UK wealth manager buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
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PE firm buys stake in global independent asset manager
Acquired firm has operations in Switzerland, South Africa and the UAE
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Liontrust eyes Gam acquisition
Deal would create a business with around £100bn of assets under management
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Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
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US in the news: The Mather Group names CCO
A round-up of people moves and M&A deals across North America
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Investment trust buys minority stake in UK wealth manager
In a bid to ‘support and accelerate the growth of the business’