Advice tech provider merges 5 firms to create global platform
It will work with 30,000 financial advisers around the world
M&A Deals
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Kingswood backers eye Lombard International deal
Investment firm Apollo Global Management also rumoured to be in the running
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US in the news: Wells Fargo sells asset management operation
A round-up of people moves and M&A deals across North America
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IFA company receives backing to fund M&A spree
Deal will ‘increase the capital available for acquisitions to over £100m’
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UK financial planner secures private equity backing
It plans to enter DFM space and offer buy-out programme to appointed representatives
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Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
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UBS to offload its wealth management operation in Spain?
Reports state the Swiss giant is reviewing the business
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Aviva sells 40% stake in joint venture for £122m
Days after it sold its French operation and exited the country
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UK financial planning firm acquires advice business
It is the company’s first M&A deal
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Phoenix Group confirms acquisition of Standard Life name
It will sell its Sipp, onshore bond and trustee investment plan to SLA and then take over the whole brand
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Aegon mulls sale of its life insurance subsidiary in Asia
Deal could be worth around $700m
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Insurance giant sells France operation for €3.2bn
In a bid to focus on its UK, Ireland and Canada businesses