Zedra snaps up UK pension business
To expand its footprint across Britain
M&A Deals
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Tavistock buys 21% stake in IFA group for £10m
Almost 18 months after the advice firm’s founder and CEO died
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Specialist IFA company acquires personal injury support firm
£10m deal will ‘drive consolidation’ in the clinical negligence space
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US in the news: Hightower buys Illinois-based wealth firm
A round-up of people moves and M&A deals across North America
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PE firm to sell stake in James Hay and Nucleus?
After it offloaded advice company Saunderson House to Rathbones last year
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IFA consolidator buys Essex-based advice firm
It is the acquirer’s 11th deal in the market
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UK advice company buys Yorkshire-based business
Deal adds £40m assets under management
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Tilney S&W adds second firm to succession programme
Advice company founder will join the wealth manager’s Essex office
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Private bank expands Swiss footprint with acquisition
Deal adds CHF1bn in assets under management
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HSBC receives approval to buy 100% of China life joint venture
It helps the bank with its ‘strategic priority of being a leading wealth manager in Asia’
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Management buyout at Julius Baer wealth subsidiary
Following a strategic review by the Swiss group
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Zurich sells Italian life and pension business
Transaction will release approximately $1.2bn of capital