Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
M&A Deals
-
-
UK financial planning company buys IFA firm
Deal adds £150m in assets under management
-
IFA group inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months
-
US in the news: Gallagher buys wealth management group
A round-up of people moves and M&A deals across North America
-
Perpetual rejects $1.1bn takeover offer from consortium
It is ‘committed to progressing its acquisition’ of investment advice firm Pendal Group
-
Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
-
Family office acquires stake in fintech firm
To bolster its development of a wealth management platform for the ‘digital future’
-
Financial services provider buys Cayman-based trust firm
In a bid to create one of the ‘strongest private wealth teams’ in the market
-
‘Don’t try to make an acquisition fit through mistruths or omissions’
How acquirers should approach the advice M&A market
-
UAE-based company sells life arm
As it looks to exit the insurance market and become an investment business
-
UK financial services firms merge
Combined business will offer an array of services including retirement, estate planning and tax advice
-
US in the news: Merit Financial Advisors names COO
A round-up of people moves and M&A deals across North America