Aussie firm buys robo-adviser
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
Firm is ‘ready to progress its growth strategy to the next stage, through acquisition’
As its CFO steps down to focus on firm’s future M&A activity
Law firm warns of higher taxes if firms delay M&A deals until after Spring 2021 budget
Business is now majority-owned by the company’s directors after founder sold his stake
‘Clearly buying a much less volatile earnings stream could have its advantages’
Deal will create a combined business with assets under management of £4.7bn
Acquisition will broaden product suite and offering
Deal will bring the company’s assets under advice to over £700m
A round-up of people moves and M&A deals across North America
Firm has been ‘monitoring the market with keen interest’
As its parent company buys majority stake in the Geneva-based company