US in the news: Hightower makes third acquisition of 2021
A round-up of people moves and M&A deals across North America
M&A Deals
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UK financial planner acquires advice firm
Deal adds £20m of funds under management to the business
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Wealth manager acquires Surrey firm
As it looks to expand its service proposition across the southeast
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International health insurer sold
As it continues to seek out books of business to buy
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UK financial planner takes over IFA firm
It has more than 10 deals in the pipeline which will be completed in ‘the next few months’
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Scottish firm makes double M&A swoop
While it looks at other opportunities in the space
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AFH Group urges shareholders to back £225m offer
As another US firm ventures into the UK wealth management space
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UK wealth firm acquires five financial planning businesses
Deals add 20 employed advisers and around £1.25bn in AUA
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Banking giant reportedly eyes AXA Singapore life business
Insurer was in talks with a financial adviser about potential sale last summer
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Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
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UK investment manager snapped up by private equity giant
It is the company’s second acquisition in the sector in 12 months
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Financial planning firm to end acquisition hiatus
It also expects a ‘strong pipeline of employed advisers’ to join the company in 2021