IFA firm acquires Kent-based advice business
It aims to increase funds under management to £2bn within five years
M&A Deals
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IFA firm buys Beaufort Group
As it plans up to 20 more acquisitions to create regional hubs
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IFA firm bolsters Scotland operation with acquisition
It is the company’s 12th M&A deal since inception
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NAB agrees to sell wealth arm for A$1.4bn
It will continue to offer targeted wealth management products and services through JBWere and Nabtrade
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UK financial planner completes 11th acquisition
Deal adds £65m in funds under management
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Merged Tilney Smith & Williamson has 265 financial planners
And assets under management of £47bn
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US in the news: Sanctuary Wealth names COO
A round-up of people moves and M&A deals across North America
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Wealth tech giant claps back after regulator halts merger
Contradictory statements highlight fragmented M&A deal
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Unnamed firm buys Yorkshire financial planning business
Company was sold one day after administrators were appointed
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Isle of Man firm buys global financial services provider
This is the first ‘of a number of select acquisitions’ for the company
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Wealth firm buys client book of insolvent business
Company went into administration on 7 August
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US in the news: Private wealth firm names CIO
A round-up of people moves and M&A deals across North America