German private bank buys European rival
Merged business will have over €200bn in assets under management
M&A Deals
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Financial planning firm acquires Sussex advice business
It is the company’s sixth deal in past four years
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UK financial planning group buys Hampshire advice company
Deal adds more than £850m in funds under management
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FE Fundinfo buys Aussie adviser tech provider
Deal will help ‘further support and meet the needs of the global investment industry’
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Sanlam merges investment management arm with SA firm
It will result in a business with ZAR 1trn in assets under management, administration and advice
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Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
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Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
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Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021
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UK pension firm acquires Guernsey business
It has ‘exciting plans’ for another deal in the next 12 months
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US in the news: Mercer Advisors makes double acquisition
A round-up of people moves and M&A deals across North America
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Aviva completes France and Italy sales
In the year since joining, group chief executive Amanda Blanc now presides over a much changed company
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Evergrande looks to offload life arm to help settle debts
As it confirms sale of nearly 20% stake in Chinese bank