Irish advice company sold to US-headquartered wealth firm
Deal adds over €180m in FuA
M&A Deals
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Schroders subsidiary buys UK financial advice firm
Deal adds over £120m in client assets
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Brooks Macdonald acquires IFA firm
Deal adds funds under management of £250m
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UK advice group buys research provider for £3m
After purchasing a 21% stake in its parent company
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IFA network unveils succession solution for advisers
It will facilitate the sale and purchase of financial advice firms
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US in the news: Mariner Wealth Advisors buys Michigan firm
A round-up of people moves and M&A deals across North America
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UK retirement advice firm gets PE boost
Investment will be used to enhance ESG credentials
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Australian investment manager buys wealth firm
Deal adds A$380m in funds under management
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Global wealth manager eyes acquisitions
As firm looks to expand its presence in regions where it already operates
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Is consolidation good for wealth clients?
‘We may well continue to see much more activity in the coming months’
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SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
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South African wealth firm aims to ‘disrupt’ UK advice market
‘We believe there’s an opportunity with the one-man bands’