Management buyout at Cyprus advice firm
Director of the company will now take on the role of CEO
M&A Deals
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Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’
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Global PE firm raises £1.3bn for life and wealth expansion
It recently became majority investor in the parent group of RL360
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Financial planning firm buys Scottish advice business
It is the company’s third acquisition in the country
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US in the news: Voya Financial names CEO
A round-up of people moves and M&A deals across North America
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Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’
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IFA group makes second acquisition in a month
Having completed a PE-backed management buyout a year ago
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Wealth firm expands Yorkshire footprint with acquisition
Deal adds £40m in funds under management
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US family office buys UK wealth firm
In a bid to expand its international presence
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Financial advice firm raises funds for acquisition war chest
It will ‘announce a number of completed’ deals soon
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Financial services group buys 35% stake in Aussie wealth firm
Deal involves an initial cash consideration of A$740,000
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Hawksford enters Ireland and Mauritius with double deal
Firm is planning a series of acquisitions following private equity backing