UK wealth manager splashes out £18m on IFA firm
Company has ‘three transactions under exclusive due diligence’ in its ‘robust’ pipeline
M&A Deals
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Credit Suisse agrees deal with Brazilian investment platform
Private bank says it has growth ambitions for the ‘priority market’
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Brooks Macdonald buys Channel Islands wealth business for £10m
Deal will increase its international arm’s funds under management to £2.5bn
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Australian wealth firms set to merge
Combined business will have total funds under management of around A$2.5bn
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IFA firm completes six acquisitions during first half of 2020
Deals collectively add £1.2bn in funds under influence and over 2,300 clients
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US in the news: Wells Fargo names CEO of wealth arm
A round-up of people moves and M&A deals across North America
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Strabens Hall has exited Hong Kong
To focus on the UK and the firm’s newly opened office in France
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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
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IFA firm completes ninth acquisition
Deal will bolster its operation in the south east of England
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DFM and financial planner form £350m UK wealth group
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
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US in the news: UK firm acquires investment management business
A round-up of people moves and M&A deals across North America
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Generali to pay CHF245m in compensation over M&A deal
Sold Swiss private bank was shut down in Singapore but insurer denies any liability or wrongdoing