Rathbones and Investec Wealth’s UK arm merge in £839m deal
To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA
M&A Deals
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Aegon sells off UK individual protection business
Deal is subject to court approval
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Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services
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Irwin Mitchell buys Yorkshire-based wealth manager
Deal sees the firm’s AuM grow to £1.2bn
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Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
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US in the news: T Rowe Price boosts retirement offering
A round-up of people moves and M&A deals across North America
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UK advice sector set for a ‘wave of consolidation of acquirers’
NextWealth says it is ‘seeing an almost Pacman-like appetite’ for firms
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Financial planning company makes seven internal acquisitions
Deals add £800m in assets under advice
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Administration-hit IFA and DFM businesses sold
There were four formal offers for the companies
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Financial planning firm bolsters private client arm with acquisition
Deal will expand the company’s offering across the south west of England
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Schroders subsidiary buys Northern Ireland-based IFA firm
Deal is the company’s second acquisition in the country
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Standard Chartered sells Jordan operation
Deal includes its private banking arm