US in the news: Focus Financial partner firm buys Texas business
A round-up of people moves and M&A deals across North America
M&A Deals
-
-
Financial education firm buys investment app
In a bid to help women engage more with the wealth industry
-
Manulife IM takes full ownership of China fund management JV
To meet the growing demand for retirement planning in the country
-
Schroders subsidiary buys UK advice business
It has also picked up a 49% stake in a chartered financial planning firm
-
Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
-
US in the news: Ritholtz WM names president
A round-up of people moves and M&A deals across North America
-
Managing director acquires majority stake in Indian wealth firm
She has increased her shareholding to 96% from 24%
-
IFA consolidator completes sixth acquisition
Firm now has over £1bn in assets under management
-
Swiss private banks agree partnership deal
Combined entity will have assets under management in excess of $10bn
-
UK financial planning firm makes first acquisition
Deal expands the company’s presence in the Midlands
-
Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
-
US in the news: Glenmede names CEO
A round-up of people moves and M&A deals across North America