UK banking group to buy retirement product provider for £400m?
Prospective deal will help bolster its IFA distribution channel
M&A Deals
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Two-thirds of Middle East advice firms looking to buy
But what do they make of the regulatory merger and changes to inheritance and divorce laws?
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Nucleus shareholders approve James Hay takeover
Over 90% voted in favour of the acquisition
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IFA firm expands UK footprint with M&A deal
Which adds £150m in client assets
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US in the news: Sequoia Financial Group completes M&A deal
A round-up of people moves and M&A deals across North America
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UK financial planner buys Bristol-based wealth manager
Deal takes the firm’s funds under management to £240m
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Two more St James’s Place partner firms merge
As the wealth manager reports £135bn of FuM in Q1 2021
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Aegon UK acquires pension communications firm
The two companies have been in partnership since 2018
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HSBC eyes wealth management M&A deals
It wants to bolster its ‘product or distribution’ capabilities
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Grant Thornton sells Australia private wealth operation
Firm says the decision for the M&A deal ‘was not taken lightly’
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55% of EU advisers report surge in UK clients after Brexit
As a similar number eye European expansion now that a deal is in place
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St James’s Place partner firms merge
‘We have come as far as we can with our current structure’