UK financial planner makes sixth M&A deal of 2020
It will add £180m in funds under management and £1.2m in gross fee income
It will add £180m in funds under management and £1.2m in gross fee income
Deal will bolster its operation in the south east of England
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
A round-up of people moves and M&A deals across North America
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With DFM and advice operations part of the swap deal
It is the company’s eighth M&A deal since its launch in November 2019
A round-up of people moves and M&A deals across North America
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Deal will give advisers ‘stability, efficiency gains and growth opportunities’
Deal will expand the subsidiary’s footprint in the south of England
Covid-induced slowdown, regulations and disruptive technology sound death-knell for small players