US in the news: RGT Wealth Advisors names president
A round-up of people moves and M&A deals across North America
M&A Deals
-
-
Financial planning firm buys advice company
Managing director will retire from the acquired business
-
SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
-
Advice consolidator buys IFA firm
Schroders’ subsidiary Benchmark Capital once owned a 24% stake in the acquired company
-
Indian financial group to demerge wealth management arm
As the latter looks to grow client base by 30-40% every year
-
UAE asset manager buys majority stake in fintech firm
To boost personal finance and investment offerings to consumers
-
US in the news: Hub International bolsters private client arm
A round-up of people moves and M&A deals across North America
-
Prudential Financial buys stake in South African wealth manager
It is a ‘strategically important growth market’ for the firm
-
IFA company makes four acquisitions
Deals add £335m in assets under management
-
Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m
-
Financial planning firm buys wealth manager
Founder of acquired business will exit the company next year
-
Aussie advisory firm sold for A$7.96m
Combined business will have more than 600 advisers and A$16bn in funds under advice