Private bank to transfer Swiss client book to rival
After the company confirmed it was closing its operation in the European country
After the company confirmed it was closing its operation in the European country
Acquirer will ‘bring its global footprint and investment scale to better serve the interests’ of clients
After it rolled out services in the US and Singapore
Company has now bought 58 advice businesses since 2014
A round-up of people moves and M&A deals across North America
As well as ‘more substantial opportunities in the longer term’
Acquirer wants to bolster its offering for US clients who seek ‘geographic diversification’
Deal adds £135m assets under management
Advice company also wants to obtain licences in Europe
Deal also includes a DFM business
Firm is currently in administration and has £500m AuM
Reports say the firm will use the funds for future acquisitions