Transact parent company drops out of race for Nucleus
There is reportedly one firm left in the running for the wrap platform
There is reportedly one firm left in the running for the wrap platform
It is the company’s first M&A deal in Britain
In a deal worth €165m
It is looking at companies with assets under management of more than £50m
Deal adds around 1,500 clients into the group
Deal adds around £500m in assets under management
Deal will help the combined business become ‘future fit’ to support clients
Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm
A round-up of people moves and M&A deals across North America
Deal brings the company’s assets under management to over £600m
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases
Deal will see overall AuM in its wealth and asset management division exceed €75bn