UK financial planner makes double M&A deal
It will bring around £200m in funds under management to the group
M&A Deals
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Chinese state investors to sell $5.2bn stake in life insurer
The firm is a revamped entity of troubled insurance firm Anbang
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SJP partner firm sold to Scottish advice company
Acquirer expects ‘to announce further acquisitions later this year’
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US in the news: UBS hires six-person adviser team in Florida
A round-up of people moves and M&A deals across North America
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PE firm makes double acquisition to create UK wealth manager
Newly formed business will be ‘actively pursuing an IFA consolidation strategy’
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Credit Suisse sells European life and pensions operation
Deal is a ‘great opportunity’ and strengthens the acquirer’s presence in the region
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LGT buys stake in German digital wealth firm
To provide investors with ‘unique access to investment solutions previously unavailable to them’
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International wealth manager buys London-based family office
Deal is subject to FCA approval
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265% rise in UK wealth and asset management M&A deals in a year
Total value of transactions in the industry increased to £6.1bn in H1 2021
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Vanguard acquires US wealthtech business
To offer direct indexing capabilities to financial advisers
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Praemium International put up for sale
One tech firm founder says ‘many reasons this could be an attractive proposition for several organisations’
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Phoenix Group sells Irish life company for €230m
Deal will ‘simplify our European operations and accelerate cash release’ from the business