Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
Wealth Management
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SJP to build Irish DFM service, deVere CEO buys UAE adviser
SJP’s purchase aimed at expanding Rowan Dartington, while deVere owner builds UAE presence
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Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
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Mirabaud sets sights on Latin America
Elsewhere, LGT opens Thai office and Swiss asset manager to break into Italian retail sector
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Wealth manager not stopping after 33rd acquisition
While another UK firm has joined the M&A market after receiving funding from SME Capital
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Chinese bank’s wealth arm gets green light
The country’s regulator said wealth operations help ‘meet diverse financial needs’
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UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets
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Wealth manager makes third acquisition in a week
Foster Denovo has also made a move in the UK M&A market with the purchase of a Kent-based firm
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Aussie Royal Commission report sparks jobs reshuffle
CEO and chairman of NAB resign while AMP changes wealth management business
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Invesco Ireland to buy financial planning firm
The acquired company has over 1,100 private clients and €215m in assets under management
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Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
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Schroders to acquire Asian wealth manager
Investment manager builds on regional ambitions