Global wealth manager merges with family office
Combined company will oversee $29bn in assets
Combined company will oversee $29bn in assets
Acquired business has £2bn of assets under management
A round-up of people moves and M&A deals across North America
As it names CIO to oversee its discretionary fund management arm
Deal adds over 1,300 clients and more than £170m in funds under management
And purchased the Sipp book of an administration-hit business
Deal adds 24,000 customers and £870m AuM
As it hires external advisers to carry out a review of the business
Acquirer eyes further deals to hit its $2bn AuM target by 2025
Deal adds £100m in assets under management
A round-up of people moves and M&A deals across North America
Business sold for £3m – the same price paid for it in May 2022