Wealth manager set to complete eight advice acquisitions
Deals will add £1.4bn in AuM
M&A Deals
-
-
South African firm buys 50% stake in financial services group
Acquired company offers wealth management and retirement fund administration services
-
US in the news: State Street Global Advisors names CEO
A round-up of people moves and M&A deals across North America
-
Brooks Macdonald acquires financial planning firm
Deal adds £350m in assets under advice and around 650 clients
-
Blockchain provider buys Singapore wealth manager
In a bid to expand its digital asset business in the Lion City
-
Utmost eyes further acquisitions following Quilter International deal
Firm told IA that there is a shift in Asia with some clients preferring to hold assets in Singapore
-
Financial adviser training provider sold
Founder will continue to be involved in the business
-
Brewin Dolphin board exodus as RBC acquisition completes
But Robin Beer remains at the helm of the wealth manager now known as RBC Brewin Dolphin
-
Kingswood enters Ireland with seventh acquisition of 2022
Deal brings group assets under advice to more than £10bn
-
IFA consolidator scores trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
-
Evelyn Partners buys investment management business
Deal brings in £90m in assets under advice
-
Julius Baer buys stake in Chinese investment firm
To tap into the country’s growing onshore wealth management market