Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
M&A Deals
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Australian wealth firms merge
Deal will help the combined business become ‘future fit’ to support clients
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Fund distributor in talks to buy ‘around 30 IFA practices’
Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm
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US in the news: Wealth Enhancement Group acquires adviser firm
A round-up of people moves and M&A deals across North America
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UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
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Advice consolidators now more willing to do deals with DB firms
IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases
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Rothschild & Co buys Swiss private bank
Deal will see overall AuM in its wealth and asset management division exceed €75bn
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Global private client merger called off
Firms say ‘now is not the right time to combine the businesses’
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UK financial planning firm makes sixth acquisition of 2020
Deal adds around £120m to the group’s assets under management
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US investment firm acquires LV for £530m
It will help the savings, retirement and protection group expand product range for clients and IFAs
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Novia Financial sold to private equity firm for undisclosed sum
Platform to sell back shares of its international operation, CEO says
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Scottish advice company becomes entirely employee-owned
Founder said he had to ‘break the mould’ from selling to consolidators