Asset manager buys 50% stake in DFM for £7m
Deal adds £800m in assets under management
M&A Deals
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AMP in talks to sell investment management arm
There is ‘no certainty’ a deal can be agreed
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US in the news: Chesapeake AM buys advice firm
A round-up of people moves and M&A deals across North America
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Swiss private bank sets up office in Dubai
Following acquisition of Falcon Private Wealth
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St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
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Accountancy group buys IFA firm
To bolster its private wealth operation
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7IM sells off trust and private client business in Jersey
Company will continue to provide services to its platform customers on the Channel Island
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60% of advice firm owners eye sale in next three years
‘M&A market is moving away from the dominance of consolidators’
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US in the news: Merit Financial Advisors makes double deal
A round-up of people moves and M&A deals across North America
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Investment manager creates advice M&A matchmaking service
It will facilitate transactions between sellers and buyers
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Allfunds buys European wealthtech provider for €145m
Deal bolsters its multi-asset capabilities
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Advice firm acquires IFA company
Deal adds £160m in assets under management