IFA firm acquires Surrey-based financial planning business
Deal adds around £250m assets under management to the group
M&A Deals
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JP Morgan buys UK robo-adviser
As part of the US giant’s plans to roll out a digital bank in Britain later this year
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Quilter shareholders approve sale of international business
Deal is expected to be complete on 31 December 2021
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US files lawsuit to stop Aon/Willis Towers Watson merger
Deal ‘threatens to eliminate competition, raise prices and reduce innovation’
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Wealth manager buys UK advice firm for £4m
While it ‘is in exclusive due diligence on two potential transactions in two international markets’
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BTG Pactual acquires stake in Brazilian investment platform
Deal will give the bank access to a wider range of products
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UK life insurer ends talks to sell its European businesses
‘Transaction under consideration would not maximise shareholder value’
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Why are South African advice firms so eager for M&A deals?
One industry commentator expects at least a couple of ‘significant’ deals
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UK financial services group buys Cambridge advice firm
Company says it will ‘remain acquisitive’
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South African firm sells life business to Sanlam for ZAR100m
Deal is in line with ‘the company’s strategy and stated intention to dispose of its insurance cluster’
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UK wealth manager sold to DFM for £40m
As the two firms enter into a 10-year strategic partnership
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Global fund administrator enters M&A talks with PE firm
After it rejected four offers from the investment group