PE firm buys majority stake in Isle of Man trust company
As the latter looks to continue its acquisition strategy
M&A Deals
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US in the news: Brainvest WM names global CEO
A round-up of people moves and M&A deals across North America
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Global pension provider expands UK footprint with acquisition
Combined group will have total AuM of over £4bn
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Aussie investment firm sold to rival group for A$2.5bn
They will merge to create a ‘global leader in multi-boutique asset management’
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Lombard International sells US and Bermuda business
It remains focused on growing its operation in Europe
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Wealth manager buys two advice firms with PE investment
Deals increase AuA to over £1.1bn
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IFGL to buy Sovereign Pension Services in ‘strategic acquisition’
As RL360 and Friends Provident International parent company seeks to bolster its Sipp offering
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US in the news: Creative Planning buys wealth manager
A round-up of people moves and M&A deals across North America
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Wealth manager enters Scotland advice market with acquisition
Deal takes its AuM to more than £1bn
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PE-backed Skerritts snaps up London advice company
IFA firm is eyeing more deals and has a ‘number of interesting conversations progressing at the moment’
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Scottish advice group buys IFA business
Company will merge all firms it has acquired under one brand
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IWP completes first acquisition of 2022
Adding £252m in assets under advice, it marks the 31st M&A deal in three years