C Hoare & Co sells tax advice business
Acquirer says deal was a ‘natural move’
M&A Deals
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US in the news: Captrust buys South Carolina wealth firm
A round-up of people moves and M&A deals across North America
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Aviva completes acquisition of Succession Wealth
As the insurance giant looks to significantly grow its presence in the UK advice market
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Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
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IFA group bolsters Scotland presence with acquisition
Deal brings AuM to £800m, staff to 70 and clients to around 2,500
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UK wealth firm makes third acquisition of 2022
Deal brings the company’s total AuM to around £5.4bn
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US in the news: The Mather Group makes double swoop
A round-up of people moves and M&A deals across North America
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Evelyn Partners hints at int’l version of adviser succession programme
‘The business is really successful, who knows where it’ll end up expanding into’
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Phoenix Group acquires UK life insurer for £248m
Deal adds around £10bn in assets under administration
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M&G acquires IFA firm
Deal adds £1.5bn in assets under influence and over 12,000 clients
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PE company snaps up majority stake in UK wealth manager
This follows the private equity firm’s investment in platform Parmenion in 2021
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Allfunds buys London-headquartered ESG platform
Acquired firm creates multi-asset and multi-manager portfolios