IQ-EQ acquires US private wealth firm
Deal adds $1.9bn to the company’s assets under management
M&A Deals
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Financial planning firm eyes UK expansion
Company says that ‘a lot’ of advisers are not looking to sell to ‘bigger players in the market’
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Abu Dhabi investment firm buys UAE wealth manager
Company ‘aims to be the one stop shop for its clients’
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US in the news: Kingswood US chief executive steps down
A round-up of people moves and M&A deals across North America
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IFA firm completes triple deal
Acquisitions take the company’s assets under management to almost £4bn
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More Tavistock shareholders back Jersey fund M&A bid
Days after six of them sent letters of intent to support the offer
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Utmost Group to buy Quilter International for £483m
Life company was put under strategic review late last year
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Global private bank has acquisition ban lifted
After the group says it is ‘open to big, transformational’ M&A deals
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Marlborough to merge fund and investment management arms
While it looks to hire 20 people to drive growth plans
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UK wealth firm buys Hertfordshire advice company
Deal brings the group’s assets under management to over £600m
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M&A deals still scarce in the UAE advice market
‘It is unlikely that we would see a typical consolidator look to make many strategic acquisitions’
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James Hay changes M&A terms for Nucleus deal
In a bid to provide ‘greater certainty of execution’ for the wrap platform’s shareholders