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’
‘The business is really successful, who knows where it’ll end up expanding into’
Deal adds around £10bn in assets under administration
Deal adds £1.5bn in assets under influence and over 12,000 clients
This follows the private equity firm’s investment in platform Parmenion in 2021
Acquired firm creates multi-asset and multi-manager portfolios
Shortly after it bought a 6.8% stake in M&G
It is the company’s seventh acquisition
Deal could be worth around £1.4bn
It is in ‘exclusive due diligence talks’ for a further seven potential deals
A round-up of people moves and M&A deals across North America
It plans to grow its financial advice offering throughout the UK
Firm now has £1bn in assets under advice