US in the news: CI Financial buys New York wealth firm
A round-up of people moves and M&A deals across North America
M&A Deals
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Westpac to sell New Zealand wealth advisory business
But bank says it will still serve customers with large investment portfolios for their lending needs
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Swiss giant ‘open’ to wealth management M&A deals
Months after the company was rumoured to be in talks over a possible merger with UBS
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UK wealth manager to launch ‘low-cost’ platform
As CEO says the firm wants to ‘get back into the business of acquiring’ advisory companies
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IFA consolidation firm launches in the UK
Former Skandia CEO among those at the helm
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US in the news: Azimut Group buys majority stake in wealth firm
A round-up of people moves and M&A deals across North America
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STM Group secures £5.5m for acquisitions
Which it plans to use up by April 2022
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New UK wealth firm buys IFA business
Company says it will be ‘selectively considering acquisition opportunities’
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Competition watchdog orders FNZ to sell GBST
Says merger could ‘lead to a reduction in the quality of service and higher prices’
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Swiss wealth manager eyes ‘big, transformational acquisitions’
CEO is confident M&A restrictions will be lifted in 2021
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UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
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Nucleus announces £1.5m acquisition
As it seeks greater control over its processes, service offering and product development