Tax and wealth advisory firm acquires accountancy business
Deal bolsters support to local companies and individuals with planning needs
M&A Deals
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Insurance giant buys IFA firm for £385m
It will continue to operate as a separately regulated advice company
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Is Yorkshire the next UK wealth hub?
Over a dozen acquisitions have been made in the region in the last six months
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SJP partner firm sets up shop in Hong Kong
As it merges with seven other St James’s Place businesses in the special administrative region
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US in the news: CI Financial buys California wealth firm
A round-up of people moves and M&A deals across North America
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Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
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£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
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DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
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UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
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Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn
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Tilney private equity backer weighs up full ownership bid
PE firm made the merger with Smith & Williamson possible after regulatory concerns were raised
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US in the news: Mariner Wealth Advisors makes first deal of 2022
A round-up of people moves and M&A deals across North America