UK wealth manager buys financial planning firm
Deal adds £300m of assets under management to the group
M&A Deals
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£43.5m advice firm acquisition delayed
Long stop date for the deal has been extended to 30 September 2021
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Swiss wealth managers merge
Newly formed business will have operations in Thailand, UAE, Luxembourg, Mauritius, Monaco and Russia
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UK wealth manager rebrands following acquisition
As buyer prepares to roll out centralised investment proposition to IFAs
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IFA firm buys Scotland-based advice company
Deal adds £761m in funds under influence to the group
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US in the news: BNY Mellon WM names regional director
A round-up of people moves and M&A deals across North America
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UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn
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Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff
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Austen Morris co-founder buys Mauritius advice firm
Deal sees managing director and owner of the acquired company retire
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Global financial services firm buys Swiss trust business
Deal will expand the company’s private client operation
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US in the news: AIG names president of US life insurance
A round-up of people moves and M&A deals across North America
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Third time the charm for Iress takeover?
Board ‘considers it in the best interests of shareholders to engage further’ with persistent would-be-acquirers