Financial planning group makes double swoop
‘Further acquisitions are in the pipeline for the next few months’
M&A Deals
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UK pension platform sold to Canadian tech firm
This marks the company’s first foray into the British investment market
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US in the news: BNY Mellon WM names global family office head
A round-up of people moves and M&A deals across North America
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Private equity giant eyes sale of Lombard International?
It is reportedly working with Bank of America Merrill Lynch following several offers
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UK financial planner inks ninth M&A deal this year
Bringing funds under management to over £1.3bn
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Wealth data firm buys rival
Clients will not face any disruption or changes to their accounts
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US in the news: Sun Life Financial names CEO
A round-up of people moves and M&A deals across North America
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Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
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IFA firm completes 10th acquisition of 2020
Deal adds £135m in assets under advice
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Nucleus confirms it is in talks with multiple potential buyers
Majority shareholder Sanlam UK is said to be supportive of the discussions
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Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
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US in the news: CI Financial makes 10th acquisition of 2020
A round-up of people moves and M&A deals across North America