US in the news: CI Financial makes 16th acquisition
A round-up of people moves and M&A deals across North America
M&A Deals
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AJ Bell buys mobile-focused IFA platform
Deal ‘will broaden’ the company’s offering to financial advisers
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UK financial planning firm completes double deal
It plans to expand its ‘services and footprint in London and the south west’
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SJP partner firm acquires UK financial planning company
Deal is a ‘significant milestone’ for its growth strategy
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Global investment platform eToro to go public
Self-proclaimed creator of ‘social investing’ to list on Nasdaq after $10.4bn merger
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Advice firm secures £4m bank loan for management buyout
It ‘will allow us to continue scaling the business further through potential acquisitions’
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US in the news: Asset manager buys San Francisco wealth firm
A round-up of people moves and M&A deals across North America
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IFA firm acquires Hampshire-based advice company
As it names former head of funds at Smith & Williamson executive chairman
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IFA sector ‘less risky’ investment for private equity firms
Ex-Skandia CEO says backing will help his company buy around 20 businesses ‘in next three-to-five years’
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IFA company receives £55m private equity backing for M&A spree
Ex-CEO of Coutts and Towry Group joins the firm as non-executive chair
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Quilter to merge investment management and private client arms
Review of international life business still pending as board not ‘in a position to reach a conclusion’
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Standard Life struggling to sell Parmenion
It wants to ‘simplify’ the business and ‘address areas of lower contribution’