PE-backed wealth manager takes minority stake in IFA firm
It is the first of many such deals the two-year-old company has planned
M&A Deals
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Rothschild & Co to be de-listed?
Shareholder believes private ownership would be ‘more appropriate’ for the business
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11% rise in UK advice M&A deals
‘Signals point to even further consolidation in the year ahead’
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US in the news: Sanctuary Wealth names CEO
A round-up of people moves and M&A deals across North America
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Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
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Robeco sells Dutch online investment platform
To focus on its business in the wholesale and institutional markets
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IFA consolidator buys Yorkshire-based advice firm
Deal takes the group’s AuA to £1.6bn
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Mercer sells off Canadian wealth arm to Canaccord Genuity
Business has just over $1.1bn in client assets
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Advice consolidator makes first acquisition of 2023
Deal adds more than £450m in funds under management
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UK financial services group buys advice firm
Acquired business will retain its branding
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US in the news: Cetera buys retail wealth business
A round-up of people moves and M&A deals across North America
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Credit Agricole subsidiary buys 70% stake in global wealthtech firm
Deal is an extension of a partnership started in 2019