US in the news: Investment firm bids for Aussie wealth manager
A round-up of people moves and M&A deals across North America
M&A Deals
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Walker Crips buys client book of financial advice firm
UK wealth manager says it is on a ‘drive to expand and grow’
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How risky is asset stripping in the financial advice sector?
If you take the relationships out of the business, is there are real value left?
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UK financial planning firm acquires advice company
Deal brings £150m in funds under management to the group
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US in the news: Hightower makes eighth M&A deal of 2020
A round-up of people moves and M&A deals across North America
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Fidelity Intl buys UK personal investing platform from LGIM
Adding nearly 300,000 customers and £5.8bn in assets under management
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Isle of Man firm acquires advice company client book
After it was fined for regulatory failings and an ex-employee banned
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Aussie firm buys robo-adviser
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
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UK expat tax advice firm eyes M&A deals
Firm is ‘ready to progress its growth strategy to the next stage, through acquisition’
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UK wealth manager targets acquisition pipeline
As its CFO steps down to focus on firm’s future M&A activity
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IFAs looking to sell urged to get cracking
Law firm warns of higher taxes if firms delay M&A deals until after Spring 2021 budget
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Management buyout at IFA firm
Business is now majority-owned by the company’s directors after founder sold his stake