Financial advice group raises £100m for acquisition war chest
‘A number of transactions are already in the pipeline’
M&A Deals
-
-
Aussie advice firm makes bid for investment company
To create a ‘global asset manager’
-
The Fry Group buys tax advice company
To bolster its professional services operation
-
NatWest eyes £3bn bid for Tilney Smith & Williamson
PE backers reportedly looking to sell stake in UK wealth manager
-
US in the news: Mercer Advisors buys Missouri wealth manager
A round-up of people moves and M&A deals across North America
-
Bain Capital buys 25% stake in Indian wealth manager
PE firm was previously blocked in its attempts to acquire UK insurer LV=
-
Financial planning firm makes first acquisition
It will ‘continue to seek out further strategic’ deals
-
Brewin Dolphin sold for £1.6bn
To create a ‘market leader’ with £65bn in assets under management
-
Nucleus sold for second time in a year
PE acquirer also holds a 22% share in Canaccord Genuity Wealth Management UK
-
New Zealand advice firms merge
Combined company will have NZ$1bn in funds under management
-
Aegon completes sale of eastern European business after setback
Deal was first blocked in April 2021
-
BNP Paribas sells Jersey trust business
Deal bolsters the acquirer’s operation in the Channel Islands