IFA group buys UK financial advice firm
It is the company’s first acquisition since its MBO in July 2021
M&A Deals
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Wealth manager acquires outsourcing business
As it targets 15% annual growth for the next five years
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Julius Baer sells Swiss wealth business
Companies will maintain a partnership after the deal
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Allianz offloads half of its Russian business
It will keep a 49.9% stake
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US in the news: Pathstone names CEO
A round-up of people moves and M&A deals across North America
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Financial planning firm buys UK advice company
To grow its presence in the south of England
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US in the news: Cresset merges with wealth manager
A round-up of people moves and M&A deals across North America
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Aegon bows out of Spanish insurance joint venture
Sale will deliver gross proceeds of €177m
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UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’
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Westpac sells asset management arm to Mercer
Firms also agree a superannuation funds merger
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Irwin Mitchell acquires financial advice company
Deal helps the law firm expand its wealth management arm
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Hong Kong investment firm acquires wealth manager
And purchases a 45% stake in a family office