Global accountancy firm snaps up financial services company
Acquired business offers a range of services including wealth management and financial advice
M&A Deals
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US in the news: Carson Group buys Louisiana wealth firm
A round-up of people moves and M&A deals across North America
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Luxembourg-based private bank sold to global financial group
Acquired company has around €500m in client assets
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’
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IFA group makes triple M&A swoop
Advice company has exchanged contracts on a further 11 deals
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UBS splashes out $3.2bn to buy troubled rival Credit Suisse
Deal will create a global wealth manager with $5trn of assets
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Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
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Aussie life insurer sells advice business
Acquirer says deal helps it become a ‘major player’ in the wealth market
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PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023
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US in the news: Zedra opens private wealth office in South Dakota
A round-up of people moves and M&A deals across North America
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Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
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No ‘viable offers’ for Hartley Pensions Sipp book
Joint administrators of the business say they have begun an ‘orderly wind down’ of the operation