UK wealth manager acquires advice firm
Company is pursuing an ‘ambitious IFA consolidation plan’
M&A Deals
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UK financial planning companies merge
Owners ‘recognised the opportunity the pandemic presented and discussed their shared ambitions to grow’
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Goldman Sachs eyes stake in UK platform
It is reportedly one of four companies interested in the business
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US in the news: Wealth Enhancement Group buys Florida firm
A round-up of people moves and M&A deals across North America
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Wealth manager buys London-based IFA firm
It will ‘continue to acquire selectively where opportunities exist’
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Westpac to sell Australian wealth arm?
It could cost acquirers around A$1.5bn
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Globaleye reveals acquisition of SCA-regulated advice company
As it eyes deals in the UK and Europe
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Management buyout at IFA business
Founder will retain a minority stake
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Founders exit UK financial advice firm
But that has not dampened its acquisition ambitions
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AIA buys Hong Kong insurer
Deal helps strengthen its position in the health market
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US in the news: Mercer Advisors acquires wealth manager
A round-up of people moves and M&A deals across North America
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Wealth manager makes fourth acquisition
Deal brings group AuM to £800m