Brewin Dolphin sold for £1.6bn
To create a ‘market leader’ with £65bn in assets under management
To create a ‘market leader’ with £65bn in assets under management
PE acquirer also holds a 22% share in Canaccord Genuity Wealth Management UK
Combined company will have NZ$1bn in funds under management
Deal was first blocked in April 2021
Deal bolsters the acquirer’s operation in the Channel Islands
A round-up of people moves and M&A deals across North America
Managing director will retire from the acquired business
Expansion is ‘testament to the growing demand’ for advice
Schroders’ subsidiary Benchmark Capital once owned a 24% stake in the acquired company
As the latter looks to grow client base by 30-40% every year
To boost personal finance and investment offerings to consumers
A round-up of people moves and M&A deals across North America