UK wealth manager eyes ‘bolt-on’ acquisitions
As well as ‘more substantial opportunities in the longer term’
M&A Deals
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UBS sells Swiss advice arm to wealth manager
Acquirer wants to bolster its offering for US clients who seek ‘geographic diversification’
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IFA company buys UK advice firm
Deal adds £135m assets under management
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Nigel Green-backed firm eyes UAE hiring and acquisition spree
Advice company also wants to obtain licences in Europe
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Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
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Sipp provider buys Forthplus Pensions
Firm is currently in administration and has £500m AuM
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FNZ aims to raise $1bn to boost global expansion
Reports say the firm will use the funds for future acquisitions
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Raymond James acquisition of Charles Stanley delayed
Completion date pushed back as firms do not believe they will get FCA approval in time
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Private equity takeover of LV= collapses
As rival insurer offers to enter into ‘immediate and exclusive discussions’
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US in the news: IQ-EQ bolsters private wealth operation
A round-up of people moves and M&A deals across North America
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Global fintech firm buys UK investment platform
Deal expands acquirer’s digital services offering in the British advice market
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Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’