Management buyout at IFA business
Founder will retain a minority stake
Founder will retain a minority stake
But that has not dampened its acquisition ambitions
Deal helps strengthen its position in the health market
A round-up of people moves and M&A deals across North America
Deal brings group AuM to £800m
Deal bolsters support to local companies and individuals with planning needs
It will continue to operate as a separately regulated advice company
Over a dozen acquisitions have been made in the region in the last six months
As it merges with seven other St James’s Place businesses in the special administrative region
A round-up of people moves and M&A deals across North America
Deal ‘provides the momentum for executing new growth strategies’
Approach was reportedly made in December 2021