Asset manager joins forces with UK financial planner
With DFM and advice operations part of the swap deal
M&A Deals
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IFA firm buys London-based financial planner
It is the company’s eighth M&A deal since its launch in November 2019
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US in the news: Hiring spree at RBC WM and Raymond James
A round-up of people moves and M&A deals across North America
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How to buy an advice firm
Eight top tips on how to make M&A as smooth as possible
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Aussie wealth firm buys financial advice group
Deal will give advisers ‘stability, efficiency gains and growth opportunities’
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Schroders firm acquires majority stake in UK financial planner
Deal will expand the subsidiary’s footprint in the south of England
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Big time advice market consolidation in the offing
Covid-induced slowdown, regulations and disruptive technology sound death-knell for small players
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Private equity firm revives Tilney and S&W merger
Combined business will be responsible for approximately £44bn in assets under management
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US in the news: Canadian firm bolsters wealth arm
A round-up of people moves and M&A deals across North America
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Spectrum IFA buys 50% stake in Geneva financial planner firm
Which provides investment, pension and savings solutions to mostly high net worth expat clients
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Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
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Royal London sells off £14bn Ascentric platform
Firm says it remains ‘firmly committed to the adviser market’ after M&G deal