Jersey wealth managers merge
As UK financial planning firm agrees eighth M&A deal of 2020
M&A Deals
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IFA firm adds £200m in AuA with 14th acquisition
It is the company’s first office in Sussex
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US in the news: Robertson Stephens WM names CEO
A round-up of people moves and M&A deals across North America
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Schroders buys family office to grow UHNW offering
Acquired firm will join the asset manager’s wealth business, Cazenove Capital
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Wealth firm acquires Surrey-based IFA company
It is also currently exclusively negotiating three deals in the UK
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Reports UBS eyeing merger with Swiss private banking rival
M&A deal could see around 15,000 jobs cut, worldwide
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Aviva to offload majority stake in Singapore arm for £1.5bn
Recently appointed group CEO says the move is a ‘significant first step in our new strategy’
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Advice firm M&A spree hits a baker’s dozen
As it adds £58m in AUA to its West Midlands regional hub
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Insurance group acquires minority stake in Singapore advice firm
Partnership will bolster the financial planner’s position across Asia Pacific
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Advice network snapped up for £9.35m
It will continue to ‘provide services to financial advisers who wish to remain independent’
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IFA firm completes 36th M&A deal in 12 years
As Bowmore Wealth Group sets aside £10m for acquisitions
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US in the news: HSBC Bank USA names head of wealth
A round-up of people moves and M&A deals across North America