‘Innovation’ lacking in financial advice M&A market
Industry should seek an ‘alternative’ to consolidator ‘marketing war’
M&A Deals
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Dutch wealth manager buys local private bank
Which holds €1.9bn in client assets
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UK advice firm completes fifth acquisition
Deal will add around £68m of assets under advice
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US in the news: Hightower completes fifth acquisition of 2020
A round-up of people moves and M&A deals across North America
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STM acquires two Berkeley Burke businesses
In a deal worth up to £2.9m, as it lines up money for more M&A opportunities
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UK wealth manager completes first advice M&A deal
As it eyes ‘further acquisitions’ and a hiring spree over the next few years
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London-headquartered wealth manager expands US operation
Up to $8m will be spent on ‘active adviser recruitment and acquisitions’
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Axa eyes sale of Singapore business
French insurer reportedly in talks with financial adviser over future of Lion City unit
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Quilter doubles DB legacy contingency fund to £24m
As the firm moves from ‘significant advice business acquisitions’ to focus on organic growth
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IFA firm bolsters south east hub with acquisition
Company is ‘close to achieving its goal of 20 deals’ and aims to have £5bn AUM in coming year
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US in the news: Cresset names chief operating officer
A round-up of people moves and M&A deals across North America
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Specialist UK advice firms merge
As financial planner acquires IFA company via its buy-out scheme