UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role
M&A Deals
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Investment company withdraws €5.5bn offer for wealthtech firm
Proposal was seen as ‘inadequate’
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IFGL completes acquisition of Sovereign Pension Services
RL360 and Friends Provident International parent company says there is a gap in the Sipp market
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IFA firm becomes employee-owned
CEO will stay in his role for another five years
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PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
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Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private
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Abrdn sells UK and Jersey DFM business for £140m
Asset manager believes another owner is ‘better placed to invest to deliver greater scale’ in the operation
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Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
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IFA and financial planning business valuations surge 20%
As demand for acquisitions remains strong with 90 deals announced in 2022
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Global financial services group buys Guernsey trust business
To bolster its offering in the Channel Islands
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US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
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IFA group makes ‘largest acquisition to date’
It is the firm’s seventh deal since its launch in 2021