New UK wealth firm buys IFA business
Company says it will be ‘selectively considering acquisition opportunities’
Company says it will be ‘selectively considering acquisition opportunities’
Says merger could ‘lead to a reduction in the quality of service and higher prices’
CEO is confident M&A restrictions will be lifted in 2021
Deal will allow the businesses to expand their wealth management and tax planning operations
As it seeks greater control over its processes, service offering and product development
A round-up of people moves and M&A deals across North America
UK wealth manager says it is on a ‘drive to expand and grow’
If you take the relationships out of the business, is there are real value left?
Deal brings £150m in funds under management to the group
A round-up of people moves and M&A deals across North America
Adding nearly 300,000 customers and £5.8bn in assets under management
After it was fined for regulatory failings and an ex-employee banned