2023 set to be ‘a bumper year’ for M&A activity in advice sector
Buy and build strategies of many acquirers are ‘reaching a level of maturity’
M&A Deals
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Financial services group completes double IFA swoop
Company wants to make further strategic acquisitions as part of its buy and build strategy
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Banking group snaps up Bermuda-based trust business
In a bid to expand its wealth management operation
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UK financial advice firms merge
To create a combined business with £1.5bn in assets under management
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Tavistock splashes out £7m on protection business
It is the ‘first significant acquisition’ in the next phase of group’s growth plan
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US in the news: Canadian firm buys 20.5% stake in Rockefeller CM
A round-up of people moves and M&A deals across North America
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Singapore advice firm sold to Nasdaq-listed business
As financial services group buys 35% stake in Lion City-based trust company
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IFA group purchases UK advice company
Founder of the acquired firm will be retiring with immediate effect
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Adviser support group launches UK advice business
Following the acquisition of two wealth management companies
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Advice business buys London-based financial planning company
Acquisition boosts assets under management to more than £1bn
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SJP partner firm acquires wealth manager
In a bid to expand its UK footprint
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Global insurance group buys Canadian wealth manager
Deal is expected to be completed by the end of 2023