Scottish IFA firms merge
As director retires after 40 years in the industry
As director retires after 40 years in the industry
In a deal worth INR 175 crore
Wealth manager will also continue to ‘explore selective M&A’ deals
But firm says acquisition pipeline is ‘active’ and will be ‘pillar for future growth’
To ‘focus on core activities of pension administration and provision of life assurance wrappers’
Prospective deal will help bolster its IFA distribution channel
But what do they make of the regulatory merger and changes to inheritance and divorce laws?
Over 90% voted in favour of the acquisition
Which adds £150m in client assets
A round-up of people moves and M&A deals across North America
Deal takes the firm’s funds under management to £240m
As the wealth manager reports £135bn of FuM in Q1 2021