Waverton Investment Management buys Scottish IFA firm
Deal adds £500m of AuM
M&A Deals
-
-
UK wealth firm splashes out £7m on IFA business
Deal adds £245m of assets under management
-
M&G Wealth eyes acquisitions in UK advice market
As it plans to grow its self-employed advisory arm
-
Walter Jopp says some UAE advice firms ‘will not survive’
But Zurich Middle East CEO remains ‘committed’ to a ‘multi-channel distribution strategy’
-
BMO sells Emea asset management arm to US advice firm
Deal adds $124bn of AuM in Europe to the American group
-
63% of advisers eye M&A deals – globally
As 84% find Linkedin ‘vital, important or useful’ as a marketing tool
-
Group CEO talks Utmost acquisition of Quilter International
Paul Thompson shares his plans with International Adviser
-
US in the news: HSBC Bank USA names head of wealth
A round-up of people moves and M&A deals across North America
-
UK financial planning firm buys Bath-based IFA company
Deal brings £105m of assets under management to the group
-
UK trust company launches after NatWest acquisition
Firm has an ‘ambitious expansion strategy’ with plans to create an ‘international’ group
-
Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’
It believes that the offer is ‘significantly below the value of the company’s assets’
-
MPs blast LV= over sale to US investment firm
Board has not been ‘open and transparent with members about its intentions for the company’