Financial planning firm makes fifth acquisition of 2021
Deal brings around £250m in funds under management
M&A Deals
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AIA buys 25% stake in Chinese life insurer for $1.86bn
Deal allows the group ‘to capture additional distribution channels and customer segments’
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Advice ‘consortium’ buys Aussie wealth manager
It is the group’s eighth deal globally
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Private equity firm completes £231.6m acquisition of AFH
‘There was a clear opportunity to consolidate in order to better serve customers and create increased value’
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UK wealth manager buys Yorkshire-based company
Deal brings over £250m of assets under advice to the group
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UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’
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UK wealth manager has no plans to pause M&A strategy
As firm says activity in the advice market is ‘not slowing’
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Rathbones to acquire UK advice firm for £150m
Combined £60bn business will make the company the third largest wealth manager in Britain
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UK financial planner agrees M&A deal with IFA firm
It will bring over £160m in funds under management to the group
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Generali to buy Axa Malaysia businesses
It will acquire stakes in two insurance joint ventures for around $166m
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UK wealth manager eyes $2bn US Spac
It had already tried to sell the business in 2018
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Over 80% of advice firms globally lack a ‘defined M&A strategy’
But nearly half want to execute a merger or acquisition over the next 24 months