Trust and wealth tech providers merge
Deal is expected to close by mid-2023
M&A Deals
-
-
Financial planning group buys advice company
Deal takes its assets under management to just over £750m
-
US private equity firm takes majority stake in Titan Wealth
Marking its first platform investment in the UK
-
Insurer buys majority stake in Malaysian life company
Acquired business will be rebranded at a later date
-
US in the news: Sequoia buys multi-family office
A round-up of people moves and M&A deals across North America
-
NatWest buys majority stake in pension tech company
To help customers save for the future and manage their financial wellbeing
-
IFA group sets up joint venture with law firm
To expand its personal injury and clinical negligence offering
-
International Adviser and sister titles sold to the Mark Allen Group in £6.5m deal
The acquisition includes the Asia business but not US-based InvestmentNews
-
US in the news: Wealth Enhancement Group buys advice firm
A round-up of people moves and M&A deals across North America
-
UK advice firm buys IFA company
Acquirer told IA that it hopes to complete three more deals in 2023
-
FNZ buys Luxembourg-based fund platform
To bolster its international wealth proposition
-
Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England